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Joanne Meisner

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Address 117 Cranbrook Street North Suite 102 Cranbrook BC, V1C 3P8
Telephone Number (250) 489-6955
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Joanne Meisner

I have been in the financial services industry for over two decades and have focused on building strong client relationships. I take the time to understand what motivates my clients and build sound financial plans to help my clients achieve their goals. I am a holder of the Certified Financial Planner designation and of the Financial Management Advisor designation. I look forward to being with you every step of the way as we work together to achieve your personal financial goals. Ask us how we can help set your ambitions in motion. 

 

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
Learn more
 

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Address

Joanne Meisner Address
117 Cranbrook Street North
Suite 102
Cranbrook, BC V1C 3P8
Telephone number: (250) 489-6955
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.