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Joanna Saar, CFP®, TEP, CIM®, FCSI

Joanna Saar, Wealth Advisor, CFP®, FCSI, CIM®, TEP

Five things you need to know about Joanna

1. She has a passion for philanthropic giving, tax planning and portfolio management with over 21 years of experience.

2. She is ranked top in the country for Insurance planning.

3. She enjoys hosting dinner parties and cooking from scratch.

4. She loves traveling and discovering new places.
5. Her favourite quote is "The value of a man should be seen in what he gives and not in what he receives." - Albert Einstein.