Financial Planning With Care

Who We Are

Joe and Jo-Ann MacMunn believe everyone deserves not just to retire, but to enjoy every minute of retirement. Whether it’s traveling, spending time with family, picking up a new hobby (or two!), or simply relishing life without having to clock in every day, our goal is to help you have it all!

The founder of MacMunn Financial Management, Joe, uses his natural love of numbers and data to craft easy-to-understand financial strategies. After working several years in the insurance and annuity industry, Joe decided to pursue his passion for helping others and founded MacMunn Financial Management in 2002.

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MacMunn Financial Management

Helping You Protect What Matters Most!

Your Financial Planners

Meet The Team

Joe MacMunn

Founder

Jo-Ann MacMunn

Co-Founder

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