Advisor Solutions by Purpose
JoAnna Schultz is a seasoned professional with a background in marketing and business operations. With experience at companies like Frechette Lawncare and Papilio Boutique, JoAnna has a proven track record of successfully refreshing online presences and executing social media strategies. Currently serving as a Senior Associate at Purpose Advisor Solutions, JoAnna continues to bring their expertise in business operations to drive success in their role. Graduating with a Bachelor of Arts in Psychology from Queen's University and a Post Graduate Diploma in Strategic Relationship Marketing from George Brown College, JoAnna is a well-rounded individual with a strong educational foundation.
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Advisor Solutions by Purpose
Where independent wealth management firms are created. We help independent portfolio managers launch, increase revenue, and focus on their clients.