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.