Joanne De Jong, Cfp®, Pfp®
About Joanne De Jong, Cfp®, Pfp®
Joanne De Jong is a Senior Financial Planner at MD Financial Management, specializing in wealth planning and strategy. She holds a Bachelor of Science from the University of Alberta and is pursuing a PhD in Personal Financial Planning from Kansas State University.
Current Role at MD Financial Management
Joanne De Jong serves as a Senior Financial Planner within the Wealth Planning & Strategy Team at MD Financial Management. She has held this position since 2021, contributing to the Centralized Planning Group (CPG) in Edmonton, Alberta. In her role, she focuses on providing comprehensive financial planning services, ensuring that clients receive tailored strategies to meet their financial goals.
Previous Experience at MD Financial Management
Joanne De Jong has extensive experience at MD Financial Management, where she held various roles over several years. She began as a Client Assistant from 2009 to 2010, then progressed to Advisory Team Coordinator from 2011 to 2012. Following this, she worked as a Med Ed Financial Consultant from 2012 to 2014, and later as a Financial Consultant from 2014 to 2016. Her most recent position before her current role was as a Senior Financial Consultant from 2016 to 2021.
Education and Expertise
Joanne De Jong holds a Bachelor of Science degree with a focus on Theoretical Mathematics and a Business Minor from the University of Alberta, where she studied from 2002 to 2006. She is currently pursuing a Doctor of Philosophy (PhD) in Personal Financial Planning at Kansas State University, expected to complete in 2025. Her academic background supports her expertise in financial planning and strategy.
Advocacy and Contributions to Financial Planning
Joanne De Jong advocates for the Certified Financial Planner® designation, adhering to the standards set by FP Canada. She is involved in pioneering the development of bachelor's and graduate degree programs in financial planning for Canadians. Her work emphasizes the importance of financial literacy and wellness, reflecting her commitment to education and practice in the financial planning field.
Research Focus
Joanne De Jong focuses on Canadian-sourced research in the field of financial planning. Her research aims to enhance the understanding and application of financial planning principles within Canada, contributing to the broader discourse on financial literacy and wellness.