For the past 25 years, they have come to realize that it is important to have a Financial Advisor on their side…to manage their risk AND investment portfolios. Joan encourages her clients to take all the time they need to feel completely comfortable with their financial choices.
Joan is a Chartered Life Underwriter (’98) and is licensed under The Investment Funds Institute of Canada (’93). She offers a full range of insurance and investment solutions to her individual, family and small business clients. She has been a proud member of Advocis since 1989 and is a firm believer in continuing her education to enhance her client support and advice. Mutual Funds are provided through FundEX Investments Inc.
Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies, always maintaining the position as your advocate — from the time of application to the timely delivery of a claim cheque.