25+ years of experience. Fee-only. Independent. And genuinely committed to helping professional women and business owners in Alberta get ahead financially.
Credentials
Certified Financial Planner (CFP®)
Fellow of the Canadian Securities Institute (FCSI®)
Branch Manager Course, Compliance Course
BA — University of Manitoba
Dipl. Business — Red River College
Dipl. Accounting — Red River College
Joanne is a Certified Financial Planner (CFP®) with over 25 years of experience. She holds the designation of Fellow of the Canadian Securities Institute (FCSI) — awarded to only the top 3% of advisors in Canada.
Joanne is based in Edmonton, Alberta, and for over 25 years has helped Albertans — professionals, business owners, families — make smarter decisions with their money.
Joanne started her practice because she believed financial planning should be accessible, honest, and built around the client's actual life — not around products she was paid to sell. That belief has guided everything she does.
Her clients are smart, capable people who are past the basics. They've built careers, accumulated assets, and they're ready to take their finances seriously. She meets them where they are and helps them get where they want to go.
As fee-only planners, you pay us directly for advice. We earn nothing from the products you buy. That means every recommendation we make is genuinely in your best interest — not ours.
Book a free 20-minute exploratory call — no pressure, no jargon.
