Joelle Ritter, CFP®
VP, Wealth Management Client Solutions

Email
[email protected]
Office Phone
604.637.4704
Mobile Phone
780.913.1469
LinkedIn Profile
Joelle Ritter
Vancouver Island, British Columbia
“I strongly believe that our greatest impact comes in sharing the celebrations and achievements of our clients, and in how we provide peace of mind and comfort during the inevitable challenges along their life journeys.”As part of the top management team for CWB Wealth, Joelle oversees several key business lines, including our MFDA channel Canadian Western Financial (CWF), Wellness at Work, and CWB Insurance Solutions. Joelle is also responsible for the firm’s Client Service Specialists, our Financial Planning & Tax Service teams, and business administration.
Having participated in CWB’s wealth journey from the start, Joelle has led and developed new business lines and products to expand client solutions, elevate the client experience, and achieve growth. Her more than 25 years of experience in banking and wealth management encompass diverse business functions across a broad range of sectors and regions, including client experience, marketing and communications, and business strategy.
A strong advocate of company culture, Joelle embraces learning and development by leveraging experience, tools and resources to help people realize their full potential. She believes this helps us achieve greater success as a whole, and positions us to provide exceptional financial advice that ensures our client families are well served and cared for.