Administrative Assistant & Wealth Management Division Manager
Joan joined the Fincor Financial Group in 2011 and is fully responsible for all trading and investment transactions, processing new accounts, estate processing, and RESP processes. She also offers administrative support to the Fincor team.
Joan has extensive experience in the financial industry. She worked for RBC and ATB, moving up to an assistant manager position, for a combined 20 years before getting her Certified Financial Planner (CFP) designation in 1998. She worked independently for CMG Worldsource Financial and CIBC before coming to Fincor.
In her spare time, Joan enjoys ballroom and country dancing, line dancing, travel, snowmobiling, camping, reading, and gardening. She lives in St. Albert, has two adult children and six grandchildren.