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Janine and her team are always extremely helpful and accommodating, regardless of the situation or inquiry ... or size of my portfolio. It's been a rewarding personal experience having Janine as my financial 'guru'.
Janine is just fabulous at service. Very attentive and engaged. She looks at the whole picture, not just the investments. (She) Is responsive and really takes the time to understand needs and headspace. Also great on follow-up.
Janine's team is well organized and responsive to her clients. Janine is always well prepared with client documents and information for meetings and over the years she has provided valuable financial insight and planning to me so I experienced less stress as I changed my status from fully employed to retirement. I enjoy her as a person as well as an astute business woman.
I don’t know if you have any idea how wonderful it is to have you handle my finances... and I would do it all again in a heartbeat
I can't say enough about the exceptional support the entire team provides and the wealth of information which is always available to keep me in the 'know'.
Provide good advise and structure portfolio for a satisfactory balance of reward and risk. Anticipate needed changes in portfolio balance. Stay with a number of my preferred funds even though they are no load. Understanding the system and using this knowledge to provide low cost alternatives to achieve the portfolio objectives.
Janine's holistic approach to financial planning; very individualized and sensitive to my particular situation. Her proactivity regarding specific areas I should address (but may not be keen too) is also very helpful - and much appreciated!
Good investment strategies, keeping me informed of changes, keeping my investments sound in times of turbulence.
Janine is extremely responsive and we very much appreciate her diligence in providing us with the best solutions for our investments.