Joanna Chan

Senior Wealth Advisor Assistant


With more than 10 years in the financial industry, Joanna has been providing exceptional client service, including trade execution. Her focus on client satisfaction and attention to detail makes her an invaluable part of our team. She attended the University of Western Ontario, earning a Bachelor of Arts degree in Administrative and Commercial Studies. When Joanna is not working with clients, she enjoys golf, traveling and spending time with her family.