Your Financial Prosperity Starts with a Vision

Transform your relationship with money

 

My Why...

I have worked in the Finance Industry for 15+ 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 am currently studying for my Personal Financial Planning License and volunteer with Junior Achievement British Columbia, to teach high school students all about Banking and Entrepreneurship. In my spare time I organize a monthly Filipino Leaders Networking group, practice and teach Yoga as an RYT-500 Certified Teacher.

Catch me on iG / Instagram under the handle @FilipinaBudgetGirl where I post Budgeting Tips and Tricks weekly every Friday. 

 
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Some chill background music to play while you're budgeting...

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

 

Contact me to find

your way to a happier financial future

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