Josée has been in the financial services industry, serving the Kingston area, for twenty years. Her experience has given her a wealth of financial knowledge, which allows her to provide timely, concise advice to her clients. As a professional she is fully versed in the four industry pillars -- banking, trust, insurance and securities. Her credentials demonstrate her considerable devotion to continuous learning. Josée has earned the prestigious Personal Financial Planner (PFP) designation and the Certified Investment Manager (CIM) designation and is working towards her Canadian Securities Institute Fellowship designation.

Josée and her colleagues share a "Down to Earth" management style. This is reflected in the wealth protection and steady-growth strategies employed by the team. They use a comprehensive Investment Policy Statement to invest, manage and review accounts. This statement helps Josée to set the standard for service excellence in the Kingston area.