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JANET JACKSON BA, CEA, CPCA

Financial ConciergeTM-Daily Money Manager, Power of Attorney, Estate Administrator

As a Financial Concierge, I perform day to day money management services* for those who can’t, don’t or shouldn’t. I assist older adults get bills paid and cheques deposited so they can maintain their independence and age in place on their terms.

Up to 10% of older Canadians have experienced some type of elder abuse and over 65% is financial abuse - mostly at the hands of family members.

I also offer advisor services for, or appointment as Power of Attorney, Personal Representative (Executrix) and Agent for Estate documents.

A respected leader with over 12 years of senior leadership experience and over 20 years financial services experience, my mission is to provide this unique, professional, heart centered service to seniors and their families so they can have peace of mind about their financial matters. 

*Daily Money Managers help seniors get a handle on their routine financial activities by advocating on their behalf, managing budgets and financial documents, tracking expenses and income, automating bill payments and managing risk related to fraud and abuse.

Patrizia has been working in the financial industry since 1996.  She earned her Certified Financial Planning Designation in 2006. Patrizia spent  13 years working as a Financial Advisor.  She is currently in Compliance working as a Branch Manager.

You have dreams and financial goals as individual as
you are.

At MBI Financial, we are dedicated to the financial
security of our clients to support these goals and have been for over 35 years.

Whether this means retirement or investment planning
advice, insurance to protect your family and wealth, registered disability
savings plan or an education savings plan for your child, we have the
strategies to provide for your future while protecting your today.

I am an Estate and Trust Advisor with RBC Royal Trust. I can discuss estate settlement, trustee services, trust structures, executor services and other specialized services.

I have been helping clients with estates for 15 years.

I found my groove helping financial advisors help themselves, therefore bettering their own lives plus the lives of their clients, their families, their partners and everyone down that domino chain.

Around here, we focus on behaviours and feelings — learning how to interpret, work and thrive with them.

It took 20 years in the brokerage industry, a masters in counselling and psychology and even a fromager certificate (yes, I love and studied the art of cheese, but don’t ask me to make it!) plus a pandemic to really put my finger on the issue that plagues finance professionals. Your pressures aren’t limited to the market, client goals and brokerage needs. Let’s be honest — life happens. The risks you’re trying to mitigate involve so much more than what your typical CE course addresses. And I’m the kind of person who isn’t afraid of having these weird and difficult conversations (no judgement here!). Which is why, as an educator and mental health professional, I built an entire practice around helping you get through all this funky business.

Let's talk

Have a private practice with Sun Life Financial, I have been in business for 37 years all with Sun Life, and have been a member of Advocis for that period of time as well. 

I do personal financial planning with a focus on retirement and estate planning.