Joan Cosby, CFP

Senior Financial Planner, Assante Financial Management Ltd.

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