Joanna Mazin, Ll.B., M.A., T.E.P.
About Joanna Mazin, Ll.B., M.A., T.E.P.
Joanna Mazin is the Estate & Trust Lead for the Private Wealth Strategy Team at MD Financial Management, with over 15 years of experience in wealth management. She holds an LL.B. and an M.A., and has a proven track record in estate and financial planning, organizational leadership, and business development.
Current Role at MD Financial Management
Joanna Mazin serves as the Estate & Trust Lead within the Private Wealth Strategy Team at MD Financial Management. She has held this position since 2019, contributing to the firm's focus on wealth management in the Toronto, Canada Area. In her role, she emphasizes enhancing client experience and empowering teams, leveraging her extensive background in estate and financial planning.
Education and Expertise
Joanna Mazin has a strong educational background, having studied at prestigious institutions. She earned her LL.B. from Western University between 2005 and 2008. She also holds a B.A. with First Class Honours from McGill University, completed from 1996 to 2000, and an M.A. from Columbia University, which she achieved from 2001 to 2003. Additionally, she holds the T.E.P. designation, signifying her expertise in estate and trust planning.
Professional Background
Joanna Mazin has over 15 years of experience in wealth management. Prior to her current role, she worked at TD Wealth in various capacities, including Senior Manager of Wealth Advisory Services and Associate Vice President of Business Governance & Control. She also served as Head of Wealth Planning Support at TD Wealth. Earlier in her career, she practiced law at Fasken Martineau DuMoulin, focusing on estates, trusts, wills, and charities.
Achievements in Wealth Management
Joanna Mazin has a track record of success in estate and financial planning, organizational leadership, business development, and project management. Her experience includes significant roles that have contributed to enhancing client services and operational efficiencies within the wealth management sector. Her leadership in various positions has demonstrated her capability in driving results and fostering team empowerment.
Previous Experience in Marketing
Before her extensive career in wealth management, Joanna Mazin worked as the Director of Marketing at Artsmarketing Services Inc. from 2003 to 2005. This role provided her with foundational skills in marketing and client engagement, which she has applied throughout her career in the financial services industry.