Josephine has just under a decade of experience in the Wealth Management industry and has taken on a few roles within it. She learned the fundamentals of this business from the ground-up through working alongside other highly renowned and successful advisors. This experience awarded her with the knowledge, skillset, and work ethic it takes to run a successful practice, full of happy clients. Through her years in the Wealth Management industry, one thing has always given her life and purpose in her career – good client relationships. Seeing her work have a direct impact on the lives of clients is the greatest reward.

Josephine’s introduction into finance began at a young age as she always had a curiosity about “how money works”. This piqued her interest and honed her focus in post-secondary education, and every job she took on after that. Josephine holds a Bachelor’s Degree in Business Administration with a concentration in Financial Planning from the British Columbia Institute of Technology (BCIT). Once she started her career in Wealth Management her continuous desire to add to her knowledge and skillset led her to obtain her Certified Financial Planner (CFP) designation.

Josephine grew up in East Vancouver, and comes from a large, Filipino family who mainly reside in the Greater Vancouver Area. When she is not at the office or spending time with her family and friends, you can find her inside a gym trying the latest and greatest workout as she is an advocate for living a healthy, balanced and full life.