Joanne Kaban,
CFP®, CIM, RIS Senior Wealth AdvisorJoanne's journey in finance began back in 2008, and since then, she has dedicated herself to mastering the craft. Holding esteemed titles like Certified Financial Planner® (CFP), Chartered Investment Manager (CIM), and Responsible Investment Specialist (RIS), she has made it her mission to use her expertise for good.
Working in the wealth industry has provided Joanne with the opportunity and good fortune to be part of strong communities, whether through her thriving practice in Victoria, BC, across the country in her early years, or now as she expands in the Qualicum Beach community. Connection, family, community, and team are integral to her work. She considers the opportunity to learn and grow in the communities she serves a privilege not taken lightly.
Joanne dives deep into the financial landscapes of her clients' lives. Whether crafting intergenerational wealth strategies, providing cross-border solutions for clients living in the US and Canada, or ensuring every aspect of their financial well-being is secure, she is dedicated to making a meaningful impact.
Beyond the numbers and portfolios, Joanne's true joy comes from connecting with the stories and dreams of those she serves. Every family and individual has a unique narrative, and she feels privileged to be part of shaping their financial chapters.
Outside of work, Joanne's time is devoted to family. Together with her husband, Jonathan, and their son, Matthew, they enjoy hiking, exploring the outdoors, and spending time with their dogs.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
