Jo-Anne is a 25 year Financial Services Professional, a Certified Financial Planner, Registered Retirement Consultant, Financial Divorce Specialist and Family Mediator as well as a Collaboratively Trained Professional.
Jo-Anne has seen firsthand the challenges faced by clients going through separation and divorce when not financially informed and prepared for those life altering decisions. She has chosen to use her extensive knowledge of finance, taxation, estate and retirement planning to focus strictly on the areas of financial property division as it relates to separation and divorce as well as helping to mediate impasses around the same.
The new age complexities of family finance are unlike those encountered by the generations before. Issues surrounding retirement, pensions, education planning, family businesses, different investments and property require the help of specially trained professionals. Working with your Collaborative Team, she helps ensure financial choices are based on solid information and analysis forecasted into the future rather than a moment in time. Serving the North Peel, Caledon ,Collingwood and South Simcoe.