Senior Wealth Advisor
Joanne’s strengths lie in her experience, knowledge, and attention to detail. Her clients include business owners, professionals, and retirees. Joanne is a Wealth Advisor with 20 years experience in Financial Services.
Joanne has the expertise to match each client's unique situation with sound investment strategies. Detailed attention to tax situations and other financial circumstances ensures that the investment plan is tailored to a client’s specific goals, and will always stay within a predetermined risk level.
Joanne has an office in both Picton and Belleville.
Senior Client Service Associate
Marilynn has over 30 years of customer service and business experience, joining BMO Nesbitt Burns in February 2015. She co-ordinates all administrative matters concerning the operation of client accounts.
Professional Development: Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH)
Education: BSc Honours, Trent University