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® – Senior Principal
Koel, Joanne’s long-time Business Partner 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.
Stephanie Yantsis, M.Sc., R.F.P.® – Team Leader, Senior Associate
Stephanie Yantsis is our Team Leader and long-time Senior Associate, Stephanie has a Master’s Degree in Science and has acquired extensive knowledge about Wealth Management, Investments, and Estates in the many years she has been part of the Dereta-Loyer Team at CI Private Wealth. Stephanie oversees our Client Care with her helpful, professional Wealth Planning and Client Service. Outside of work, Stephanie loves the theatre, both professionally and volunteering with community groups, and has quite an affinity for Cuba, even getting married there!
Emmanuel Owoleso, BBA, MBA, CIM – Associate
Emmanuel is an important member of our Client Service Team. Emmanuel has an extensive background in Finance and graduated from Wilfrid Laurier University with an MBA in Finance and Strategic Management and always takes an interest in expanding his knowledge. After work, Emmanuel enjoys basketball, reading non-fiction (his favourite genre!), and playing the saxophone in his church band.
Andrea Purawec – Executive Assistant
Andrea Purawec is our Executive Assistant. She keeps our meetings, mailings, and paperwork on track and coordinates our Client Events. Andrea attended Humber College where she developed her skills in Office Applications. She has an interest in working with the latest software and technologies used at CIPW. Andrea has several years of Office Management experience and enjoys her involvement in our Client Service initiatives. In her spare time, she is an avid true crime reader and enjoys back-country camping.
