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 Administration Associate
Tanya is available to help with the administration of your accounts. She ensures that all account documentation on file is current and accurate. Please feel free to call Tanya with any changes to your account information or other administrative and banking needs. Tanya can also provide market quotes and answer inquiries regarding RRSPs, RESPs or RIFs.