JoAnne Anderson

Financial Advisor
905-272-3900 ext: 23


JoAnne works closely with a small number of successful families and individuals, to help them achieve their goals in ways that reflect their own values, attitudes and family dynamics. Understanding that personal and financial lives are closely linked, JoAnne tackles clients' complex issues and concerns in a number of areas, including: balancing current spending with long-term saving; tax reduction; protecting assets and earning power; divorce, re-marriage and blended families; second career, business succession and retirement; estate and legacy planning; preparing the next generation to handle an inheritance effectively.

Drawing on more than 30 years' experience, JoAnne delivers

  • personalized financial planning solutions
  • a disciplined investment process that is grounded in robust academic research
  • advice and guidance that evolves with clients' changing needs over time

When specialized expertise is needed, JoAnne brings an active resource network of other professionals together to work for the benefit of her clients. Recognized by both clients and peers for her comprehensive approach and extensive financial planning skills, JoAnne particularly enjoys the challenge of working with clients who are facing life transitions. She was awarded "Advisor of the Year - Best Financial Plan" by in 2005.