Joanne has been my financial adviser since 2010 and she impresses me with her financial knowledge and her ability to breakdown all my financial goals into achievable goals like children’s education, retirement, annuities, Srs, insurance, will writing and estate planning.
She managed to help us to filter out the news in the investment world and to explain to me in a simple way. She is able to navigate our investments and helped us to make consistent profits despite the increased volatility in the market. She has a good strategy and helps us to maintain a perspective of things and tells us when to take profits and stay invested.
I have met many financial advisers in the past, but she deserves a higher praise because she works very hard and portrays sincerity and dedication in helping us. My Wife and myself have referred her to many of our relatives and colleagues as we are confident that she can help them to reach the next level of financial wellness by following her advice. Those who have met her have also referred their friends and colleagues to her as they are also impressed with her.