Personable, professional and dedicated, Jo-Anne has over 12 years of experience in the financial services industry. Jo-Anne brings an incomparable level of corporate experience to her work as our Client Service Manager.
In addition to her contribution to client service, Jo-Anne specializes in documentation and compliance management. Jo-Anne prepares Financial Checkup packages for our clients, a crucial task that is fundamental to the way we monitor client progress.
Outside work, Jo-Anne plays baseball and follows, fanatically, the Toronto Blue Jays. She enjoys spending time with her family and friends. Jo-Anne is a lover of all animals, especially Rosie and Max, the family cats.