Joanne Follows, CFP, FCSI

Senior Portfolio Manager & Senior Wealth Advisor

Joanne has been helping clients with their investments since 1986. She has earned numerous designations in various areas of finance including the CFP® and FCSI, and in 2015 acquired the Portfolio Manager designation. As your financial advisor, Joanne takes the time to truly understand all aspects of your personal and financial picture before making any recommendations that meet your financial goals.

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Our Location

419 King Street West
Suite 301
Oshawa, ON
L1J 2K5