Joey Wood
Business Development Associate & Dealing Representative
""
Joey’s multifaceted skillset and experience led her to join Capstone in March 2021 as the Executive Assistant to Maria Dawes and later moved to the Business Development Associate & Dealing Representative role. She cares deeply about people, and values the personal relationships she has made and continues to develop as she works in the finance industry.
Previously, Joey owned and operated her own tax and accounting business which she grew from one to two locations to better help her clients. She also completed her Canadian Investment Funds course. Joey inspires clients’ trust, cares deeply about their well-being and has worked hard to promote financial literacy.
Joey loves volunteering at her church and feels incredibly blessed how faith has enriched her life. When she isn’t kayaking or diving into other water activities, she enjoys playing the guitar, singing, writing, and riding horses.
Meet more of our Capstone team
view all profiles
Stephen Smith
CIM, FCSI
Chief Compliance Officer & Portfolio Manager
Gerard Feliciano
EPC, RIS
Director, Business Development
Glenn Murray
CFA
President & Chief Executive Officer
Cory Gaston
BA
Technology Officer
Paul Carter
CFA
Chief Investment Officer
Joey Wood
Business Development Associate & Dealing Representative
Pieter de la Rey
M.Comm, CPA, CA
Chief Financial Officer
Leanne Tharratt
Executive Assistant - Glenn Murray
Trent Heppner
Regional Director, Business Development & Dealing Representative
Cassy Aldridge
Accounting Administrator
Clayton Rutquist
CPA, CMA
Director, Real Estate and Commercial Strategy
Janet Kim Sing
CFA, BSc
Portfolio Manager
Rachel Mathew
Assistant Controller
Ashton Noot
BBA
Dealing Representative & Associate Relationship Manager
Harrison Cho
Associate Portfolio Manager
Sean Murray
Junior Compliance Officer
Danielle Capa
Administrative Assistant
Caleb Zhang
Associate Portfolio Manager
Beth Murray
BSC
Events Manager
Maria Dawes
CFP, CIM, BBA (Honours)
Portfolio Manager
Denise Detweiler
Project Coordinator, IMT
Rhema Daniella
Receptionist and Administrative Assistant
Michelle Winger
BA
Administrative Operations Manager
Lori McGregor
Administrative Assistant