Born and raised in Canada, Joanna worked as a Financial Consultant for IG Wealth Management prior to relocating to Granite Bay in 2022, via her husband’s company transfer. She graduated from Trent University with a B.A in Psychology/Business and subsequently earned advanced licenses to work in the financial industry in Canada. In addition to her education, Joanna has over 20 years’ experience in business and client servicing roles. She has a strong passion for personal finance and in her spare-time enjoys utilizing her knowledge to help young adults become financially literate so they can achieve their goals early in life.
Since her move to California, Joanna has thoroughly enjoyed being able to participate in year-round outdoor activities, such as hiking, biking, golfing and learning to play pickleball.
"Working at Lilani Wealth Management alongside Rashida as the Paraplanner has been an incredibly rewarding and inspiring experience. The firm's unwavering commitment to building trust and fostering transparency is evident in every client interaction. Rashida's extensive expertise and dedication to holistic financial planning set the tone for a collaborative and supportive environment that prioritizes the unique needs of each client. Her approach centers on cultivating long-term relationships grounded in trust and open communication, ensuring clients feel heard, valued, and empowered throughout their financial journeys.
At Lilani Wealth Management, we go beyond managing assets - we focus on helping clients align their financial strategies with their life values and goals. From creating sustainable wealth to leaving meaningful legacies, our team takes pride in providing personalized, transparent guidance that truly makes a difference. I'm proud to be part of a firm that not only delivers exceptional service but also genuinely cares about its clients' success and well-being!"