Your Team is Ready to Meet You!
Joanne’s team of dedicated and energetic professionals are quick and helpful with their attention to detail and client-focused solutions.
Welcoming and Supportive.
Whether a pressing matter or a complicated issue needs to be resolved, one of Joanne’s team members will be available to help. It will be one of their friendly voices that welcomes your calls, handles your inquiries or works to resolve even the most unique and challenging questions.
Koel Loyer, MBA, CFP, CIM, FCSI - Principal
Koel brings extensive experience to our team in managing the financial affairs of high net worth business owners, professionals and other successful Canadian families. Koel has expertise in helping our clients optimize the use of their holding companies from a tax and investment perspective. Koel takes a "Family Office" approach, providing discretionary investment management and holistic, integrated wealth management solutions, with a special emphasis on tax planning and tax mitigation. Koel and Joanne have built a particular specialty in working with "family" business owners and senior lawyers at some of the country's top firms.
Sarah Pemberton, Executive Assistant/Administration
K Sarah joined our team in September 2017 after gaining valuable experience behind the scenes with CI Financial. She currently focuses on providing support to our team to assist with administrative matters in the smooth running of our practice, while providing a high level of Client Care. Sarah earned her Bachelor's degree in Spanish and Latin American Studies at the University of Waterloo, and competed on their Varsity soccer team. She also received her Masters of Arts in Hispanic Linguistics from the University of Toronto, and a Post-Graduate Certificate in Global Business Management at Humber College. Sarah has been in the CI Financial family for more than two years now and her role is to help our clients meet their unique needs. Sarah lives downtown Toronto and maintains an active lifestyle through sports and wellness.