Joanne joined MacDonald & Associates in Feb, 2020 and we are very pleased to have her on our team. Joanne comes out of a two-year retirement after 18 years of financial planning and 17 years in the banking industry. She genuinely missed working with clients and helping them meet their financial goals.

Joanne resides in the Cold Lake/Bonnyville area and will be helping many clients in the area, while also sharing her knowledge and experience from her previous years in the industry. With Joanne’s strong roots in the community, over forty years in the area, she is looking forward to working with clients who want a personalized approach to their financial planning as she is someone who will always act in the client’s best interests. Joanne also has great educational background with her CERTIFIED FINANCIAL PLANNER^® and Elder Planning Counselor designations. In her spare time Joanne enjoys spending time with her family.

Financial planning is a passion & working with a wonderful team of talented knowledgeable people enhances the planning process for our clients. Offering impartial, well researched advice and showing how much we care is the best way to work with clients.