Know your advisor: CIRO Advisor Report
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Hardworking. Dependable. Flexible.
Josephine is dedicated to helping her clients plan confidently for the future. With the knowledge she has acquired through her Master's degree from the University of Alberta and as a CERTIFIED FINANCIAL PLANNER® professional, this senior financial advisor knows the importance of trust, mutual respect, and a clear understanding of your wealth goals.
Less talking, more listening
Josephine believes every successful financial journey begins with a conversation—one where your story comes first. Rather than offering standard advice, she takes the time to truly listen to what matters to you. Her approach is built on clarity and commitment: uncovering your unique goals and creating a tailored plan that guides you through every stage of life, from building wealth to enjoying and sharing it. With a clear roadmap in place, sticking to the plan becomes simple and achievable.
Committing to your goals together
When she isn’t helping clients navigate their financial futures, Josephine is usually baking sourdough or planning her next trip. An avid traveler fluent in multiple languages, she has explored 70 countries across five continents. This rich background gives her a deep cultural appreciation and a fresh perspective when working with diverse clients and teams. While her absolute favorite destination is French Polynesia, she dreams of exploring Nunavut, where vast herds of muskoxen roam (though she’d gladly settle for spotting just a single, solitary muskox). Wherever her adventures take her, Josephine’s priority remains the same: standing by your side and guiding you through every step of your plan.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
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