Joanne Lynn Dereta

Fondateur chez

CI Private Counsel LP

Consumer Services

Finance

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 develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance.	Fondateur	-

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Entreprise privées	3
Queen's University Queen's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Trent University Trent University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CI Private Counsel LP CI Private Counsel LP Investment ManagersFinance CI Private Counsel develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance.	Finance