Personal & Family Planning

Personal & Family Planning

Insurance & Income Protection

What do you have and will it look after you adequately?

  • Life Insurance
  • Disability
  • Criticial Illness
  • Heart Attack, Stroke & Cancer Coverages
  • Long Term Care
  • Health, Dental & Travel Insurance

Tax Analysis

Are there any opportunities being missed?

  • Tax efficient investment portfolios
  • Coordinating tax planning

Risk Management

Are you protecting your most valuable assets?

  • Providing for surviving spouse & family
  • Reducing Personal risk – loss of income

Estate & Life Wishes

Are you giving what you want, when you want, in the Most tax efficient manner?

  • Maximize estate & tax plans
  • Maximize wealth transfers
  • Inheritance planning

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.

- Carolyn Z.