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JOANNE BOSGRA 

Client Experience Specialist

 

With a career spanning over 20 years in the financial services industry, Joanne plays a pivotal role as the key point of contact for clients at SANDSTONE. Having joined the firm more than five years ago, she transitioned from a prominent position at a large investment house to pursue her preferred path with a boutique global discretionary money management firm. Joanne discovered her ideal fit at SANDSTONE, where the company takes a holistic, highly customized approach to building its business and client base. Her passion for excellence in client service and in nurturing relationships is what drives her daily. Beyond her client-facing responsibilities, she also effectively manages the front office, bringing order and consistency to the company’s day-to-day activities. Outside of work, Joanne finds joy in traveling and spending quality time with her family. She is also actively involved in supporting Calgary's Seniors Secret Service, a non-profit organization dedicated to providing cheer to isolated seniors.

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