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.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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