Joanne has been in the financial services industry for over 20 years, and joined TD Wealth in 2009 after holding positions within a major Canadian financial institution and its predecessor firms. An outstanding communicator, Joanne helps to keep Shaun organized and their clients informed. She is committed to providing clients with a high level of service to help ensure they meet their financial goals and investment goals.
A graduate of Simon Fraser University, she acquired her financial service credentials from the Canadian Securities Institute. In her spare time, Joanne enjoys Pilates and spending time with her husband and two children.
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.