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Vice President
Vancouver, BC


JoAnne has over 30 years of experience in the investment management industry, having held senior executive positions with national investment and advisory firms. 

A member of the Estate Planning Council of Vancouver, JoAnne also has a B.A. (Economics) from the University of Western Ontario and a B.Comm. (Finance and Marketing) degree from the University of Windsor. She holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.

When not helping clients, JoAnne enjoys endurance cycling events and skiing with her family.

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