Janice is a trusted Investment Advisor to high net worth conservative investors, small businesses, corporations, institutions, estates and foundations. She currently manages a multi-million dollar client base, customizing investment and financial planning strategies to meet the individual needs for each of her clients.
Janice believes that each investor’s needs are unique and investment and financial planning must reflect that reality. In addition, she understands that preservation of capital is of paramount concern and can be best obtained with a well structured, diversified portfolio.
The process leading to financial independence usually begins with a complete review of current and future life goals. Everyone is different, with individual expectations and objectives. With goals based investing, these goals drive every decision made in regards to managing wealth.
It is important to develop a customized investment strategy, matching expectations with what is realistic and comfortable for each client in terms of risk. Janice often works in collaboration with a wide range of professionals in the legal, accounting and financial planning fields to meet her clients’ specific needs and goals.
Services Offered in RI
- Financial planning
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- British Columbia
- Ontario