Jane’s commitments to you:
- To represent only your interests; to be your ally.
- To not sell you any products, only to offer you unbiased advice.
- To provide answers to your financial questions based on your needs.
As a Fee-for-Service Financial Planner Jane does not sell any products, she only provides advice.
Jane is compensated on an hourly basis similar to an accountant or a lawyer. She is not compensated in any other way. This is your assurance of unbiased, objective advice.
If and when products are required to fulfill your plan, Jane can make appropriate referrals to trusted individuals/firms. She receives no referral fees from these.
Jane has been providing trusted, comprehensive, financial planning advice for over 20 years. She is a Certified Financial Planner(CFP), the most widely recognized designation in Canada and internationally. CFP designates are required to complete rigorous and relevant education, pass two national certification exams, meet specific work requirements, adhere to standards of Professional responsibility and an ongoing commitment to continuous learning to retain certification.
Jane is a University of Saskatchewan graduate (B.Comm) and has lived in Calgary since 1987. In her spare time she enjoys spending time with her family(including her dog), being outdoors , reading, and is a dedicated runner and fitness enthusiast.