Joanne De Jong, BSc Cfp® Pfp®
About Joanne De Jong, BSc Cfp® Pfp®
Joanne De Jong is a Senior Financial Planner at MD Financial Management, specializing in wealth planning and strategy. She has a strong academic background in financial planning and advocates for financial literacy and wellness.
Work at MD Financial Management
Joanne De Jong has held multiple roles at MD Financial Management | Gestion financière MD since 2009. She started as a Client Assistant from 2009 to 2010, then served as an Advisory Team Coordinator from 2011 to 2012. After a brief hiatus, she worked as a Med Ed Financial Consultant from 2012 to 2014, followed by a position as a Financial Consultant from 2014 to 2016. She advanced to Senior Financial Consultant from 2016 to 2021 before her current role as Senior Financial Planner in the Wealth Planning & Strategy Team within the Centralized Planning Group (CPG), a position she has held since 2021.
Education and Expertise
Joanne De Jong earned a Bachelor of Science degree with a focus on Theoretical Mathematics and a Business Minor from the University of Alberta, completing her studies from 2002 to 2006. She is currently pursuing a Doctor of Philosophy in Personal Financial Planning at Kansas State University, expected to conclude in 2025. She holds the Certified Financial Planner® designation, demonstrating her commitment to the standards set by FP Canada. Her educational background supports her expertise in financial planning, particularly in Canadian sourced research.
Background
Joanne De Jong has a strong foundation in financial planning, beginning her career at MD Financial Management in Edmonton, Alberta. Her progression through various roles within the organization showcases her growth and dedication to the field. She has experience in both client-facing and advisory capacities, which has equipped her with a comprehensive understanding of financial strategies and client needs. Her work has been primarily focused on the Canadian financial landscape.
Achievements
Joanne De Jong is recognized for her contributions to financial literacy and wellness. She advocates for these principles within her professional practice and beyond. Her role in pioneering bachelor's and graduate degree programs in financial planning for Canadians highlights her commitment to enhancing educational opportunities in the field. Her ongoing pursuit of a PhD further emphasizes her dedication to advancing knowledge in personal financial planning.