Joanne Livingston, CIM is a Vice President & Portfolio Manager with one of Canada's leading full-service investment and wealth management firms. She leads a team of professionals providing complete Portfolio and Wealth Management Services to clients nationally.
Prior to joining her current firm, Joanne spent 25 years in financial services initially with a major Canadian Bank. Opting to pursue a career in Wealth Management she accepted a role within the Securities community and until recently was the Managing Partner at Canada’s largest independent Wealth Management firm. In recent months Joanne moved her private practice to another major firm to further expand her teams wealth management offering.
In addition to enjoying time with family and friends Joanne is active in the community having held several board and committee roles for local charities. Currently she sits on the University of Ottawa Heart Institute Foundation Board as well as participating in both their Audit and Finance Committees.