Senior Financial Advisor
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.