Business Planning
Income Protection
- Buy Sell Agreements
- Key Person Agreements
- Heart Attack, Stroke & Cancer Coverage
- Life Insurance
- Disability
Succession Planning
- Maximize estate & tax plans
- Maximize wealth transfers
- Coordinated estate planning
- Transfer planning
Investments
- Ongoing portfolio management
- Understanding your risk tolerance
- Access to credible & successful investments
Risk Management
- Providing for surviving spouse & family
- Reducing personal risk – loss of income
Cash Flow & Debt Management
- Line of Credit, Credit Cards & Loan Audit
- Net Worth Statement
Happy Clients Say
When I think of Janine Oliver the first word that comes to mind is professional. I have had several dealings with Janine and she is always honest; efficient and professional.Isnt that what you would like in a financial advisor? If you leave a message she gets back to you quickly and provides you a quote in a very timely manner.
I have also referred Janine's service and they are happy customers as well.
Janine is also very giving of her time to speak at various groups to help their members get a handle on their finances.
I know if you choose to deal with Janine you will not be disappointed.
Janine is the ultimate caring professional when it comes to talking about setting yourself up for financial success. Janine guided me through setting up a corporate health spending account to take advantage of services to keep me healthy as the CEO while maximise the tax advantages of doing so. I highly recommend Janine, she listens, only offers the products that would really work for you, and is a nurturing guide along the way.
Janine is honest, friendly, helpful, knowledgeable and not too pushy! Her passion for helping people with their finances really shows. Thank you for the help, Janine.