Jo-Ann Walmsley

Client Care Coordinator

Jo-Ann is a dedicated individual who takes pride in providing exceptional customer service. She has over 15 years’ experience working in client care.

Jo-Ann is responsible to ensure client enquiries are handled professionally and courteously. Additionally she assists with client account administration and with scheduling client meetings.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.