PROFILE
I have been working with clients for more than 20 years. As a Certified Financial Planner, I bring my expertise, passion, and own life experiences in helping clients through life’s financial seasons. Some of my favorite meetings are those where I get the opportunity to educate, to be wise with money and live generously. It's rewarding when they feel empowered after our meeting and part of why I love what I do so much. When Joanne is not working, she serves in various capacities at her church and in the community. She loves taking road trips with her husband, hiking in the woods and cooking for her family of four children and three grandchildren
When it comes to managing money, FP Canada’s recent survey says that Canadians say money causes the most stress in their lives. There is a lot of advice that can be confusing. The bottom line is that everyone can use professional help. I guide you with timeless biblical principles, through every state of life by creating a plan that fits you and the goals you want to achieve.
I believe money is a tool, not a goal, and that life is meant to be lived with purpose. Incorporating your purpose in the budget can be one of life's most fulfilling experiences. Imagine how great it feels to plan every dollar you spend toward achieving those goals which really matter most! Secure financial peace of mind and soul. Schedule a meeting. I can't wait to hear your money story!
Testimonials
My family has been dealing with Joanne for years. She is professional and thorough. I would recommend her to anyone. LI
Joanne has become a good friend as well as our financial advisor. She is gifted with insight to protect our assets and has provided great products at less than other companies for both financial and insurance services. Joanne's suggestions have brought us greater financial increase than other investments have in the past two years. SG
Joanne was very helpful when helping my husband and I get set up with life insurance. She answered all of our many questions and made us feel comfortable with our decision to choose FaithLife Financial as our insurance provider. KD
Joanne is a very experienced insurance planning specialist. I highly recommend her services to anyone looking for true and unbiased advice. She will take her time to understand you and your needs before recommending any solution. RT
Joanne is very knowledgeable, hard working, always willing to put things into layman's terms and has your best interests in mind. JR
I find Joanne a very knowledgeable business lady in what she does and is very focused on her clients' benefits. I have no hesitation to recommend Joanne to anyone who is in need of financial advice. EL
JOANNE’S APPROACH
Joanne meets clients in the privacy and convenience of their homes, places of business and also through Zoom. Joanne is committed to developing long-term relationships based on mutual trust and respect. Taking a holistic approach, Joanne will review and analyze your financial situation to identify your unique financial opportunities and concerns. Together, we can develop financial solutions which combine biblical counsel and competent advice to provide a variety of financial solutions based on your timeline, risk tolerance and lifestyle choices.
OUR CLIENTS
Joanne takes pride in serving clients from all walks of life. This means that she works with affluent families, successful professionals, retirees, self-employed business owners, students and more. However, her clients do share some common traits: they believe in biblical financial principles, and living a balanced financial life. They want to make smart choices about money and want to be empowered in order to set personal financial goals with plans to achieve them.
CERTIFICATIONS
