The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Joan Cosby, CFP

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. 

Recent Posts

Have you planned for digital assets

Oct 02, 2023

Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....

Read more

Preserving estate assets for your heirs

Oct 02, 2023

Treasured assets have been reluctantly sold to cover the tax payable by an estate. Here are four ways you can plan to take care of the tax bill....

Read more

Ways to give to grandchildren

Oct 02, 2023

Making a difference in a loved one’s life is truly rewarding. Explore the ways you can help a grandchild, and understand why the first decision is when to give the gift....

Read more

Joan Cosby CFP

Senior Financial Planner

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

5420 North Service Road Suite 100
Burlington, Ontario
L7L 6C7 Canada