Grad Spotlight - How the MFA Program Enhanced Joan’s Effectiveness as a Financial Advisor

Joan McIvor earned her MFA-Retirement Income Specialist designation with honours in 2012 and has used the knowledge gained from the MFA program to enhance her business. We are pleased to have Joan as one of our distinguished grads.

How the MFA Designation Program Has Been Valuable:

“Participation in the MFA program offered by Knowledge Bureau has enhanced my knowledge and effectiveness as a financial advisor in significant ways. The content, format and on-line tools and information are excellent and the Knowledge Bureau staff is always available to provide helpful and timely support.

I participated in the program with 6 other advisors. We worked independently and then met regularly to discuss the concepts and explore how we can apply them to our business practices. This opportunity for dialogue helped to clarify and solidify the principles learned and to apply our knowledge to our own businesses in a meaningful way.

I highly recommend Knowledge Bureau and the Master Financial Advisor program.”

Meet Joan McIvor:

Joan McIvor, of McIvor Hunter Financial Services, entered the financial services industry in 1996 after having spent several years in senior executive positions in the Merchandise Buying and Budgeting areas of large Canadian retailers. She has a B.A. from York University, a Certificate in Financial Planning, her Certified Financial Planner (CFP), Certified Health Specialist (CHS) and Master Financial Advisor (MFA) professional designations and is licensed to sell mutual funds, segregated funds and life and living benefit insurance.

As a Certified Financial Planner and Master Financial Advisor, Joan is committed to maintaining rigorous professional standards and providing knowledgeable, meaningful advice to clients. She partners with her clients to help ensure their personal financial goals are identified and realized.

Joan is a member of ADVOCIS – The Financial Advisors Association of Canada, the oldest and largest professional membership association of financial advisors in Canada. She is also a member of the Canadian Federation of Independent Business (CFIB) and the Aurora Chamber of Commerce.  In her spare time she is an avid golfer, is an active member of her Church and a long time volunteer for the Heart & Stroke Foundation.