We are more of everything advisors should be—professional, caring, knowledgeable, accountable and principled. We always work in our client’s best interest and that of generations to come. Intergenerational planning is the key to your success and ours. It’s how we ensure you receive the best financial guidance and service possible.
While we are a full-service planning firm, we work in conjunction with trusted and notable partners in order to provide you with insight and products that will fit any and every financial aspect of your life. We guide our clients through prosperity as well as recession.
We provide our clients with true financial guidance and insight, not just transactional services. We work with clients and partners who recognize and value their worth and ours.
Providing essential financial guidance for your lifetime isn’t an advertising slogan; it’s our process and promise. To ensure you and your family are protected for years to come, we work with multiple generations and keep future generations in mind. We also involve your current circle of professionals—accountants and lawyers— in our process. Our goal is to create a plan that allows you to pay less tax and interest without sacrificing your goals or standard of living.
Our services include (click titles below to expand):
Growing corporate funds. Investing for growth or income. Saving for post-secondary education. Dreaming of retirement. You don’t have to run from advisor to advisor to make it happen—we can guide you through it all. Our investment planning capabilities include:
We work closely with our partner, Fiduciary Trust to guide our clients through the most basic to the most complex estate-related affairs. We are experts in succession planning for businesses and can provide guidance on buy/sell and partnership agreements.
Talk to us about international assets as well.
To keep your business running or to create income for your family. To ensure your income in case of illness or to explore private healthcare options. There are many reasons to become insured. Tell us yours and we’ll create a plan that ensures you and your loved ones are protected.
Eight years ago, we felt that the mortgage options available were impractical, so we decided to provide our clients with a better choice. We draw on our collective experience in the banking industry to shop for impressive products and rates. More importantly, we provide the level of service and guidance that this kind of commitment deserves.
Advisors need to be leaders. Accountable and transparent. That’s why, at Janston, we call ourselves Guides. We show our clients the best possible direction they can take and work to keep them on that path.
Click the images below to view the bios and qualifications of the advisors
“I have the unique perspective of being a planner and an entrepreneur—I understand the financial services industry, but I think like a business owner.”
Jane’s clients value her unique outlook and ability to understand business as well as finances. While her area of expertise is investments, Jane focuses on her clients’ overall financial plans. She believes that through thorough, personalized planning, you will build your wealth, maintain it, and improve your quality of life. And that of generations to come.
Her experience includes:
Jane has been a Rotarian and a committed board member of the Lansdowne Children's Centre, recently completing a 10 year term.
Mutual Funds provided through FundEX Investments Inc.
“Today, proficiency is often seen as a plus. I believe it’s a must.”.
Carolyn’s areas of expertise including providing clients with life, disability and long-term care insurance. She also navigates through the many transactions, procedures, formalities and paperwork to ensure every plan is properly executed and implemented.
Carolyn is a Rotarian and a long-standing board member of the Boys and Girls Club of Brantford.
Mutual Funds provided through FundEX Investments Inc.
We partner with leading investment, insurance and mortgage companies in order to guide you through every financial aspect of your life. Our combined strengths allow us to provide you with valuable insight and products.
Our partners include:
For our valued clients, we offer monthly newsletters to keep you informed on everything related to you and your finances. Click the login below to view our archives. If you have not yet received a login and password, proceed to the contact area and contact us for the login.
Click here to access our archivesWe're ready to provide you with true financial guidance and insight for every aspect of your life. Our guides will show you the best direction to take and keep you on that path, for now and for generations to come. Talk to us today about planning for tomorrow.
53 Brant Avenue, Brantford, ON, N3T 3G9
ckaminsky@janstonfinancial.com519.751.3321
Mutual Funds provided through FundEX Investments Inc.
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