Jane Anderson, CFP®, FCSI®Certified Financial Planner®
My relationships with my clients are of utmost importance to me. I believe that understanding my clients, both financially and personally, is truly essential to unlocking the entire financial picture, giving me the ability to provide the best possible advice with customized solutions.
In 2004, I received a Bachelor of Science degree from the University of Waterloo. However, I had a passion of the financial industry which blossomed while completing a post graduate degree in Financial Planning at George Brown College. This path led me to earn the Certified Financial Planner designation in 2008. Upon graduation, I joined the banking sector where I worked for The Bank of Montreal, followed by a longer tenure with TD Waterhouse as a Financial Planner. Along the way, my experience at both Advocis and Turner Financial Consultants furthered my career development and provided great insight into the complex world of Financial Planning.
Since entering the financial industry in 2005, my experiences have attuned me to the various needs that each client requires with respect to their financial goals and dreams. I am dedicated to ensuring that each and every client has a tailored financial plan and investment strategy in place, and I am devoted to my clients’ financial security and freedom. I am also a life licenced advisor which gives me the ability to assist clients with risk management by utilizing various insurance solutions.
Insurance products available through Jane Anderson.