Carol Ann JaneckiCPA, CA, CIM

Senior Investment Advisor

Carol Ann is the trusted financial partner of local business owners, professionals and families who value an unbiased, collaborative approach to wealth creation and preservation.

She is a Chartered Professional Accountant, a licensed insurance consultant. She has helped clients weather both strong and challenging markets over the last 22 years.

Carol Ann helps educate her clients about the importance of discipline and diversification in achieving financial freedom and believes that understanding your investments contributes to an appreciation of the role each plays in accomplishing your present and future goals. Her in-depth knowledge of both Canadian personal and corporate tax aids in developing strategies that maximize her client’s income and assets.

Carol Ann’s clients commend her on her easy to understand explanations, her proactive communication, and her commitment to finding objective financial solutions.

In her spare time, she enjoys volunteering with various community organizations, spending time with her family, pretending to be a chef in the kitchen, and planning her next travel adventure.

 

Insurance products available through Carol Ann Janecki.