Meet Our Team
Tel: 905.876.0120 (Ext.118)
Josephine believes in an holistic approach to financial planning. She works diligently with her clients to help them achieve their financial goals and to live their dreams. She says, “My clients have worked hard for their money. I want to bring practical solutions and strategies to their financial goals and objectives.
Josephine is committed to provide her clients with a special client experience. Her clients receive up to date financial market research and information regarding Canadian, US and international markets from a wide variety of sources.
Prior to her career as a financial advisor, Josephine gained corporate administrative experience working with senior managers in a variety of industries. The organizational and communication skills developed there are even more valuable to her now.
Her entrepreneurial bent surfaced early in her life. Josephine remembers a time when, as a pre-teen she purchased a box of Julep power juice packs and made a profit by selling them to her class mates. A planner even then, she opened her first savings account to protect her profits from that and other enterprises.
Josephine is involved in the community. She tutors individuals enrolled in the Adult Program of Literacy North Halton and conducts financial seminars and workshops to various church and special interest groups. A firm believer in the importance of giving back, Josephine actively supports World Vision, Compassion Canada and the Christian Blind Mission.
An avid traveler, Josephine has toured Europe and U.S. and Canada, however, as a recent addition to the Milton community, she also enjoys exploring the many walking trails and parks in the area. Yet, she still finds time to recharge her batteries by reading a good book or helping her flowers survive the tough Milton summer dry spells.
Caring for an elderly parent and her favorite cat keep her busy and give her special insight to the needs of the elderly and their care givers.
Relationships and making a difference in her clients’ lives are important to Josephine and these prompt her to give her best to all who meet her.
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.