Profil
Ms. Joanne L.
Dereta is a Senior Principal at CI Private Counsel LP.
She is also a Founder, Managing Director & Principal of the firm.
For over 20 years, she has advised business owners, lawyers, retirees and their families in planning and managing their wealth.
She is very effective at personally guiding her clients toward a Financial Life in Order, a process she personally designed, in order to take her clients from chaos to confidence.
She received her undergraduate degree from Trent University and is both a Certified Financial Planner (CFP) and Registered Financial Planner (R.F.P.) who holds an MBA from Queen's University, as well as the Canadian Investment Manager (CIM) and Trust and Estate Practitioner (TEP) designations.
Postes actifs de Joanne Lynn Dereta
| Sociétés | Poste | Début |
|---|---|---|
CI Private Counsel LP
 CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Fondateur | - |
Formation de Joanne Lynn Dereta
| Trent University | Undergraduate Degree |
| Queen's University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
CI Private Counsel LP
CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Finance |