Joanne Kaban CFP, CIM, RIS
Senior Wealth Advisor, Financial Planner, Cross-Border Advisor
My journey in finance began back in 2008, and since then, I've dedicated myself to mastering the craft. Holding esteemed designatons like Certified Financial Planner® (CFP), Chartered Investment Manager (CIM), and Responsible Investment Specialist (RIS), I've made it my mission to use my expertise for good.
Working in the wealth industry has provided the opportunity and good fortune to be part of strong communities, whether through my thriving practice in Victoria, BC, across the country in my early years, or now as we expand in the Qualicum Beach community. Connection, family, community, and team are integral to us all. Having the opportunity to learn and grow in the communities in which I work is a privilege not held lightly.
I dive deep into the financial landscapes of my clients' lives. Whether it's 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, I'm dedicated to making a meaningful impact.
But beyond the numbers and portfolios, my true joy comes from connecting with the stories and dreams of those I serve. Every family, every individual, has a unique narrative, and I'm privileged to be a part of shaping their financial chapters.
Outside of work, my time is all about family. With my husband Jonathan and our son Matthew, we’re always up to something—whether it’s hiking, enjoying the outdoors, or spending time with our dogs.