Blog

Giovanna became a member of our team in October 2022. As the Executive Assistant to Senior Wealth Advisor Katherine Parsons, she plays a key role in supporting the team's day-to-day operations. Giovanna holds a Bachelor of Business Administration with a focus in International Business Management. She is passionate about the financial industry and gaining hands-on experience with Parsons Financial Group, iA Private Wealth.

Outside of work, Giovanna enjoys exploring new activities with her fiancé and relaxing with her dog.

You can reach out to Giovanna to :

• Scheduling a meeting
• Updating your address, telephone number, or email address
• Questions about the client portal or app
• Requesting duplicate tax receipts
• RSVPing to client events