Josie Madunic, BA, CFP

Josie was born and raised in Vancouver, attended Notre Dame High School and graduated from the University of British Columbia in 1990 with a Bachelor of Arts (Psychology) degree.  After traveling Europe for a year, Josie returned to Vancouver and worked in a variety of positions with increasing responsibility at a regional securities firm.  After accepting an executive assistant position with Don in 2000, Josie became mutual fund licensed in 2005 and upgraded to a full securities license in 2006 with Assante Capital Management. In 2009 Josie earned her life licence from the Insurance Council of BC and in 2010, the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council.  Josie is in charge of client service and finds helping clients achieve their financial goals and desired lifestyle very satisfying.