Joan brings over 20 years financial services industry experience to her role in our team. She started her financial service career with the Bank of Montreal and joined Partners In Planning in 2000. Soon after, Joan earned her Certified Financial Planning designation and in 2007 she completed the branch manager’s course to become our office’s alternate branch manager.
Joan fulfills a vital role in our office as she handles many administrative duties which include processing trades, monitoring client accounts as well as maintaining our company’s accounts. She cheerfully greets clients and takes care to provide them with excellent and efficient service.