About Joan Cosby

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

• Entrepreneurs or business owners with complex needs
• Business owners transitioning out of their business
• Individuals transitioning to retirement
• Couples or individuals downsizing
• Families of wealth looking to safeguard their legacy
• Families and Individuals with complex tax or estate planning needs
• Philanthropists looking for creative solutions to make a bigger impact