Helping the next generation build strong financial foundations.
Janelle works primarily with young professionals and the children of existing clients, helping them establish strong financial foundations early in life.
With a background in Commerce and a focus on long-term planning, she guides clients through the fundamentals of saving and investing.
She is the point person in the office for TFSA, RESP, and FHSA planning, ensuring these accounts are structured properly from the start. For many families, these accounts represent an opportunity to give the next generation a meaningful financial head start, and she takes that responsibility seriously.
Currently working toward her CFP and CIM designations, Janelle brings an approachable and steady presence to client meetings. She understands that planning for the next generation is often an important part of a family’s broader financial strategy.
Outside of work, Janelle enjoys golfing, travelling with friends, and spending time at her family’s cabin on Lake Winnipeg. The lake is where she likes to slow things down and unplug for a bit.
She recently travelled to Barbados and Greece and hopes to keep exploring new places whenever she can. Closer to home, she enjoys checking out different events and festivals around Winnipeg and making the most of time with friends and family.
