Joan is the front desk office manager for Investment Planning Counsel.
Joan has been with Lise Allin for 13 years and is reponsible for coordinating office administrative functions and client meetings. She is able to direct your call to your financial planning assistant or to our back office.
Joan is able to book a conference call, Skype meeting or face to face appointment, to discuss any aspect of your financial plan, investments or insurance.
Please do not hesitate to call Joan at 1-800-555-5895 ext 0 or locally 613-968-6751 ext 0.