“My goal is to simplify money matters.”
Joelle joined Canby as a financial advisor in 2014 and became a Partner in 2020. She likens every client’s financial situation to a jigsaw puzzle and her role is to help them understand how the pieces all fit together. To make the financial planning process more comprehensible—and sometimes even fun—she relies heavily on pictures to explain “the meaning behind the math.” This helps to give clients a better picture of where they are today and what the future may look like.
Before Canby, Joelle spent 12 years in a variety of wealth management roles at Fidelity Investments, including serving as Senior Relationship Officer with Fidelity’s Portfolio Advisory Services group, which serves as advisors for many of Fidelity’s wealthiest clients. She has an MBA with a finance concentration from Bentley University and a BS in business administration from the University of New Hampshire Durham. She is a CERTIFIED FINANCIAL PLANNERTM professional.
Joelle lives in Stow, Massachusetts, with her husband and two children. An avid sportsperson, she spends most winter weekends skiing the slopes of Stowe, Vermont and participates in sprint triathlons. She is a Trustee of the Randall Library Second Century Fund, an independent fundraising organization that provides financial support for Stow's public library.