Joanne Dereta is Senior Principal, as well as a founding member of CI Private Wealth. 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.
jdereta@stonegatepc.com
(416) 681-7155
To see Joanne’s Scrapbook, Click here.
