Joan Cosby, CFP

Senior Financial Planner, Assante Financial Management Ltd.

About Joan Cosby, CFP

For over 15 years, Joan Cosby has been assisting individuals, families and business owners achieve a successful balance between their financial goals and philanthropic intentions. With a strong background in Canadian tax law, Joan helps to develop strategic financial and estate plans that include tax efficiencies, efficient wealth transfer and effective charitable giving strategies.

Typical Clients