SBW is pleased to welcome Joanne Johnsen as its Director of Operations.
“With growth comes complexity. We have been looking for someone to help the firm effectively manage growth over the coming years” says Roger Sinclair, Founder and Partner at SBW. “We feel very fortunate to have Joanne join of organization. “
After spending 15 years with Canada Life/Great West Life, where she built an incredible reputation as an insurance specialist, Joanne now brings 25 years of experience in sales, business development, and customer service to SBW Wealth Management.
Joanne’s mindful outlook and energizing personality is an asset in the fast-paced world of finance, and we are so happy to have her join our growing team.
Recent Additions to the SBW Team Include:
Jim Horwich CPA, CA
Most recently, Jim was a Partner at Grant Thornton and brings 40 plus years of public accounting experience to the team. He is one of the founding members and architects of the AC Group of Independent Accounting Firms. Jim is a graduate of Dalhousie University and a Chartered Public Accountant.
Kenneth MacQueen MBA, CFP
Prior to joining SBW, Kenneth spent the past 14 years working in financial markets in both Canada and the United Kingdom. He holds an MBA from Dalhousie University, a Bachelor of Business Administration (Finance) from Cape Breton University, and a Certified Financial Planning (CFP) designation from FP Canada.