Investments & Retirement

Investments & Retirement

Will you reach your goals?

Are you going to be okey?

How will the government look after you?

  • Coordinating tax planning
  • Tax efficient investment portfolios

Budget & Debt Management

  • Mortgage Audit
  • Line of Credit, Credit Cards & Loan Audit
  • Net Worth Statement
Investments_Retirement

Happy Clients Say

testi1

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.

- Carolyn Z.

testi2

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.

- Michelle Andrischak CMT

testi3

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.

- Kim Free, CMT CEO and Educator with STGP, Social Media Expert, and champion of small business owners