Skip Navigation

Joelle Mulombo

Joelle Mulombo

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
Map

Contact Me

I believe In:


 
Wealth management, not just investment management
Coaching men, women, families and business owners in accumulating, preserving and transferring wealth 
 
Trust
Achieving your wealth management goals can be made possible through a trust-based working relationship
 
Transparency 
You should understand clearly my Unique Value Proposition (UVP)- Coaching you in achieving your wealth management goals
 
Honesty 
You can expect objective recommendations because “Your wealth management well-being is a priority”.
 
Excellence in client service
 
6, 2, 1 service model
You can expect at least 6 interactions a year which include 1 performance review and 1 annual review
 

Our promise to you
Treat you with dignity and respect
Offer you bilingual services
Managing your investments with professionalism

Your promise to me
Please inform me as soon as possible of any changes in your circumstances
If I am not meeting your expectations please be honest with me so we can work together to correct the issue
On the other hand If you are happy with the job I am doing why not refer me to your friends and colleagues