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Our team
Joanne Lam
CFP, CLU, CHS, FMA
Direct: 416-315-4781
Joanne is the founder of JADA Financial Corporation. She has over 25 years of experience in the financial services industry, working with top corporate banks and major financial institutions.
Joanne is a Certified Financial Planner (CFP), Chartered Life Underwriters (CLU) - Awarded The John Tory Gold Medal for CLU in 2012, Certified Health Insurance Specialist (CHS) , Financial Management Advisor (FMA). She has been working with clients seeking to build a financial, retirement, tax and estate planning since 2006.
Joanne offers fee for service financial planning, helping clients plan for their retirement with minimum assets of $500,000.
Alvin Chow
BAFM, MAcc, CPA (candidate), CFA (candidate)
Direct: 647-823-8763
Alvin is a financial advisor at JADA Financial Corporation. He has been in the financial services industry for over 5 years, working with young families and retiring employees.
Alvin Chow graduated from the University of Waterloo with a Bachelor's of Accounting and Financial Management and Master's of Accounting.
Alvin helps clients plan for retirement with minimum assets of $100,000.
Agnes Chow
Branch Manager
Direct : 647-642-7538
Kitty Lam
Marketing Manager
Direct : 289-395-0130
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