Home› Pass It On
A favour, not a sales pitch

Know someone who could
use a hand?

Most of my clients come from someone they trust saying "talk to Joanne." If somebody comes to mind, send them a note — it goes out in your name, with whatever you want to say.

Joanne David CFP FCSI, fee-only financial planner in Edmonton
How this works. The email comes from you, not from me — your name is on it and replies go to you. I do not keep your friend's address, add them to any list, or email them again. One message, and that is the end of it.

About you

Please tell us your name so your friend knows who it is from.
Please enter a valid email address.

Who should I send it to?

Up to three people. One is plenty.

Their address is used once and not stored. No list, no follow-up, no obligation.