With over twenty years of Financial Services experience, Johanne Plamondon understands that blending integrity, hard work and a willingness to truly understand each client’s unique requirements is a cornerstone for building trusted relationships. Johanne’s educational and client first approach builds lasting relationships and financial results.
Johanne is passionate about her industry and her underlying mission is to develop, implement and monitor the most suitable plan for her clients based on their evolving personal needs, goals and vision. Johanne appreciates that financial information is easily accessible but can be complex and overwhelming. She works closely with her clients to continuously educate them so they can make better informed decisions to further enrich their financial lives and build wealth with peace of mind. She has historically connected with and continues to work closely with a varied group of people including business owners, medical professionals, Indigenous communities, families and professionals. Her professional accreditations include the Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and a Fellow of the Canadian Securities Institute (FCSI). She is a fully licensed life agent.
Offering a wide range of investment services, Johanne is committed to helping her clients achieve their personal financial goals. She designs investment portfolios and financial plans to meet their needs in areas of retirement planning, investment planning, risk management, tax efficient investment strategies, estate planning and corporate investment strategies.
Originally from Whitehorse Yukon, Johanne’s interests include family, fitness, outdoors, education, community involvement and travel.
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