Joann Cathcart

Client Support Associate
joanncathcart@ironshield.ca

Joann joined the team at IRONSHIELD Financial Planning Group of Companies in July 2021 as Client Support Associate. In this role she supports both our Financial Planners and our clients as they develop and implement their plans for financial success. Joann is a point of contact for selected Financial Planners and their customers. She works diligently to facilitate an open flow of communication and keep processes and documentation moving forward. Joann loves nothing more than making people happy and helping them reach their goals.

Joann has held various support roles in the Financial Services industry and in Manufacturing. In these roles, she has supported a wide variety of clients—both international and internal corporate and sales staff, as well as external clients.

Whether she was supporting a sales and marketing team or an accounting and finance department, Joann’s detail- and task-oriented work style, along with her strong organizational skills, made her a valued team member. These skills are essential to the Client Support Associate role and will go a long way in keeping everything on track for success.

Joann has a passion for home renovation and travel. She is happiest spending time with family and friends.

IRONSHIELD Financial Planning
1460 The Queensway
Suite 4307
Etobicoke, ON M8Z 1S4

Telephone: (416) 626-6515 ext 30
Facsimile: (416) 626-2717