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Senior Financial Planner
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. Planning for and dealing with major life events are challenging when they touch you and your family. Joan does not shy away from those tough issues when discussing family wealth. Working collaboratively with other professionals she provides individuals, families and business owners with avenues to realize their investment goals. Joan is an active member of the Canadian Association of Gift Planners and sits on the board of directors for the Nelson Youth Centres. She cherishes spending time with her grandchildren; Lucy, 6 and Joel, 4. In addition, Joan supports local community theatre especially the developing artists involved in the Hamilton Fringe Festival and visual artists through her involvement in the Art in Action program in Burlington. As a member of the Royal Botanical Gardens, Joan also enjoys hiking in many of the beautiful green spaces it has to offer.
View published source ↗About You
We recognize that choosing a financial advisor is an important decision and you may be wondering if we are a good fit. We help clients with following characteristics achieve their financial goals: Entrepreners 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
View published source ↗Wealth Management Solutions
Assante is dedicated to meeting your complete financial and life management needs - whether investment, insurance, estate, banking or tax-related. Assante provides access to a broad range of highly skilled professionals, services and solutions through one point of contact ... your trusted Assante advisor. As an Assante team, we put all the pieces together for you. We will get a complete understanding of your financial situation, your goals and aspirations, and then provide comprehensive, integrated solutions tailored to your specific needs. Objective advice and choice are essential to client satisfaction and success. We can bring you a wide range of options, supported by an extensive network of expertise, so that you can meet all of your needs in one place.
View published source ↗Our Steps
During this first meeting we will get to know you, your financial situation and your needs. It's the first step to determining if we're a good fit. You will also learn about how we work and our commitment to you. We will conduct a thorough analysis of your current financial situation using our personal experience and Assante's expertise in financial tools. We understand that each person and each business is unique. Your customized financial strategy will identify and offer solutions to respond to your objectives.. We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment markets, tax law and economic realities. To arrange an appointment, email me directly by clicking here or calling 905-335-2291.
View published source ↗Become a Client
To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact us at your convenience for a private consulation.
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