Joni’s Bokenfohr | B.Ed
Joni is the newest team member to Charter Wealth Management. She has extensive experience in the life insurance industry over the past decade as a licenced agent. Prior to that she owned two very different businesses. At Infinite Resources Inc., she developed programs and camps for children of all abilities; developed and provided professional educational opportunities for Education assistants and teachers; provided consulting services both at home and in the classroom; and was the CFO for the company. As a virtual assistant she was able to develop knowledge and training in marketing, sales and social media.
As sales assistant, she ensures the smooth operation of the team with her knowledge in office management, efficient handling of consultations and timely access to advisors. She also provides support to the advisors in fulfilling their ongoing professional development, client servicing, sales and marketing activities.
Her educational background includes a Bachelor of Education from the University of Alberta, LLQP insurance course, and is graduate of Landmark Education. Joni is also an active volunteer with the Canadian Red Cross as a Personal Disaster Responder and Emergency Responder.