Joanne Dereta, MBA, CFP®, R.F.P., CIM, CDFA
Managing Director and Principal
jdereta@stonegatepc.com
416-681-7155
Visit Joanne's website.
Joanne Dereta is a Founder, Managing Director and Principal of Stonegate Private Counsel.
Joanne manages wealth for millionaires. How did her clients get that way? Some of them saved it, some of them inherited it, some of them married it and some of them built their wealth themselves, from the ground up. But they all have reached the realization that the most important thing now is to hang on to it. So, Joanne's specialty is quarterbacking comprehensive wealth management for her exclusive group of high net worth individuals and families, preferably through generations. For over 20 years, she has advised business owners, corporate executives, consultants and retirees in planning and managing their wealth. She is very effective at personally guiding her clients toward a Financial Life in Order, a process she personally designed, in order to take her clients from chaos to confidence.
Joanne is both a Certified Financial Planner (CFP®) and Registered Financial Planner (R.F.P.) who holds an MBA from Queen's University, as well as the Canadian Investment Manager (CIM) and Certified Divorce Financial Analyst (CDFA) designations.
In 2003, Joanne established Jo's Snowflake Fund, a charitable trust, providing Comfort Packs to children who, through no fault of their own, find themselves in Toronto homeless shelters. This gifting is done through the valuable involvement of Windfall Clothing Service. Joanne also supports UNICEF, Toronto's Hospital for Sick Children, Share Plan, The Stop and AMREF (the African Medical Research Foundation).
