Joanne Dereta is a Managing Director and Principal, as well as a founding member of Stonegate Private Counsel LP*. Joanne has been managing wealth for clients for over 30 years.
MBA, Queen’s University
Certified Financial Planner (CFP®)
Canadian Investment Manager (CIM)
Registered Financial Planner (R.F.P.)
Trust and Estate Practitioner (TEP)
In 2003, Joanne established Jo’s Snowflake Fund, a charitable trust, providing Comfort Packs to children who, through no fault of their own, find themselves in Toronto homeless shelters. This gifting is done through their valuable involvement of Brands for Canada. Joanne also supports UNICEF, Toronto’s Hospital for Sick Children, Share Plan, The Stop, Pathways to Education, AMREF (The African Medical Research Foundation) and
St. Michael’s Hospital & Princess Margaret Cancer Research.
*Stonegate Private Counsel is Registered with various provincial Securities Commissions to provide Portfolio Management, Investment Counsel and Personal Wealth Management Services.