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.
Stephanie Yantsis, B Sc., M.Sc. 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 our team. Outside of work she has a nice little family and worked from home long before it became so popular! Stephanie loves the theatre, both professional and volunteering with community groups, and has quite an affinity for Cuba, even getting married there!