Joanna Chan.
Joanna Chan Senior Wealth Advisor Assistant

With more than 15 years of experience in the financial industry, Joanna provides exceptional client service, including daily administration, trade execution and client relations management. Her focus on client satisfaction and attention to detail makes her an invaluable part of our team. Joanna was born and raised in Hong Kong; after moving to Canada, she attended the University of Western Ontario, earning a Bachelor of Arts degree in Administrative and Commercial Studies. She is fluent in both English and Chinese. Outside of work, she enjoys traveling, golf, outdoor activities and spending time with her family