Jo-Anne Taylor

Jo-Anne Taylor, CFP, currently serves as the Branch Manager at Envision Financial, a division of First West Credit Union, since May 2016. Previous experience includes roles as a Wealth Management Specialist at Prospera Credit Union from October 2011 to May 2016, and as an Investment Specialist at Envision Financial between October 2009 and October 2011. Prior to that, Jo-Anne worked as a Financial Consultant at Investors Group from June 2006 to October 2009 and as a Financial Advisor at TD from January 1999 to June 2006. With over two decades of experience in the financial industry, Jo-Anne Taylor has developed extensive expertise in financial advisory and wealth management.