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Your Financial Prosperity Starts with a Vision

Transform your relationship with money

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My Why...

Hello and thanks for visiting! I'm Joanne, a Manager at one of the top banks in Canada who enjoys sharing and writing about all-things related to money, mindfulness and motivation. 

I have worked in the Finance Industry for 17+ years. With an Honours Degree in Business Administration, a Certification in Personal Finance as well as being Certified by the Investment Funds Institute of Canada, I am so grateful to say that I help clients of all different ages, backgrounds and socioeconomic levels, realize their financial goals and ambitions everyday. I have been accepted to teach high school students about Banking and Entrepreneurship with Junior Achievement British Columbia and am a Global Mentor in part of a Filipino Community dedicated to Excellence in various arenas. In my spare time I practice and teach Yoga as an RYT-500 Certified Teacher. 

Follow me on Instagram under the username "FilipinaBudgetGirl" where I post Money Tips and Tricks every Monday at 9AM Pacific Time for #MoneyMondays. 

*Please note the content on this website are mine and mine alone. They do not represent those of the company I work for.*

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Success Stories

"Joanne consistently delivers excellent customer service and advice. Her infectious positive attitude reflects on how much she cares about her clients and fellow colleagues, and the impact she brings to work. Joanne is the consummate professional."

Troy Lacharite, Personal Financial Planner

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