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Joanne Novak - Profile Image 240x277_20241103_020701.jpg
Nanaimo
Principal

Joanne Novak

I help my clients find effective tax planning solutions to achieve their business goals.

With nearly two decades of experience, I support small- to medium-sized privately held businesses in their growth journey from incorporation to expansion to retirement and estate planning.

Having grown up in an family of entrepreneurs, I understand how deeply my clients are connected to their business and how important it is for an advisor to take the time to develop a deep understanding of their personal and business needs. By building a deep understanding of my client’s goals, I can develop a holistic approach to developing tax efficient planning strategies that are tailored to their unique needs.

When I’m not in the office, I enjoy hiking, baking, reading, and spending time with my husband, two kids, and two dogs.

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