Our Team

Educational Background:

After graduating from the University of Ottawa in 1995 with a degree in Political Science, Janet completed the Account Executive Training School offered by Money Concepts Upper Canada. Janet passed the Canadian Investment Funds course in February 1996 and obtained her Level II Life Insurance License in December 1997. In November 1998, Janet obtained the Certified Financial Planner (CFP) designation from the Canadian Institute of Financial Planning. Janet successfully achieved the Chartered Life Underwriter (CLU) designation in 2001. This training has provided her more expertise in the retirement and estate planning areas. In 2010, Janet obtained the RHU (Registered Health Underwriter) designation. In 2018, her studies continued and Janet successfully obtained her Canadian Securities Licence. Janet is very committed to her on-going studies in the financial planning field.

Career:

Janet has been providing Financial Planning Services since 1996. During this time, she has gained very insightful experience in her financial planning practice. She enjoys working with her clients and says,”everyone’s a little different; some want to get there as quickly as possible, while others are looking for a steady approach. The end result, however, is very similar; peace of mind and a secure knowledge about one’s financial plan.”

Personal Background:

Janet was born and raised on the outskirts of Napanee. Her mother Sylvia Young continues to reside in the area. Her brother David is a Professor of Sociology at McMaster University in Hamilton and her sister Susan is a teacher at Centre Hastings Secondary School. Janet is an active member of the L&A County General Hospital Foundation, she was a member of the Napanee Rotary Club for 12 years serving as President for the Rotary Year 2005-2006, President of the Napanee Crunch Female Hockey Association since 2011, and is a board member of the Napanee Sports Association. Janet and her husband, David have two lovely daughters, Ella and Lila.

Patricia Valente joined our team over 19 years ago, and assists in all aspects of preparing and administrating client portfolios and mutual fund transactions.

Patricia has successfully completed the “Canadian Investment Funds Operations Course” (mutual fund administration), the “Canadian Investment Funds Course” (mutual funds licensing exam), as well as the “Branch Managers’ Course” all offered by the Investment Funds Institute of Canada. Please feel free to contact Patricia at any time with your questions and concerns or comments regarding our client and financial services.

Brandi joined our office in April of 2006 and has proven to be a true asset to our Financial Services Team. Brandi provides administrative and client service support. She is a graduate of St. Lawrence College, Office Administration.  Brandi has successfully completed the "Canadian Investment Funds Operations Course" (mutual fund administration), and the "Canadian Investment Funds Course" (mutual funds licensing exam).  Brandi brings over 18 years of experience in customer service and administration to our office.  Prior to joining our office in 2006 she was employed by a major national corporation where she trained, supervised, and provided team support to new customer service agents.

Robyn joined our team in December of 2014. She assists in all aspects of preparing and administrating client portfolios and mutual fund transactions.

Robyn has successfully completed the "Canadian Investment Funds Course" (mutual funds licensing exam), offered by the Investment Funds Institute of Canada.

Please feel free to contact Robyn at any time with your questions or concerns regarding our client and financial services.

Joining our team in May of 2017, Bianca shows great attention to detail when it comes to her job of assisting the financial planners with administrative and client services. Her efficient and effective support helps the team attain their client’s financial goals. Bianca’s diligence in managing and maintaining records help the team’s ability to provide the best possible service and peace of mind for clients. Not only does Bianca support the team but she has completed the Canadian Investment Funds Operations Course (CIFOC) and looks forwards to continuing her education in the world of finance. Bianca is ready to assist you with any of your administrative questions.