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 Masters degree from the University of Alberta and Certified Financial Planner (CFP®) certification, this senior financial advisor knows the importance of trust, mutual respect and a clear understanding of your wealth goals.
Less talking and more listening
Josephine believes in the value of one-on-one open conversations with you which is why she embraces listening at every stage in your journey. The one piece of advice she gives every client? Set 10 per cent of your income towards each goal (you deserve it) and stick to the plan in all its stages—from building wealth to spending and gifting wealth. With this road map, the journey to each goal is clear and achievable.
Committing to your goals together
On her off days, you'll probably find her baking sourdoughs or travelling. She's multi-lingual and has explored 70 countries on six continents. She brings a cultural appreciation and different perspective with her when working in cross-cultural interactions and teams. Her all-time favourite is French Polynesia and she dreams of Antarctica where all directions are North and Nunavut where muskoxen (muskox singular) roam. However, that doesn’t stop her from helping you reach your goals—Josephine is there to guide you every step of the way.
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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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
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.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.