I’m passionate about growing my practice in meaningful new directions. Earning the Certified Executor Advisor designation allows me to combine 15 years of experience in financial risk management and estate planning with my genuine commitment to helping families and business owners navigate life’s most important transitions.
Janice McFarlane CFP, CLU, CHS
Canada Life
Regional Sales Manager, Insurance
Ottawa & Eastern Ontario
Janice joined the financial services industry in 2002 and enjoyed 5 years building a practice in Ottawa, with a focus on Estate and Retirement planning.
In 2007 Janice moved into management, where her career became focused on the training and development of advisors and managers. While that role has evolved over her career, her passion to support advisors in their business has remained.
Janice is member in good standing with the Financial Planning Standards Council (FPSC) and Advocis. She is a long-serving industry volunteer, most recently contributing to the Advocis Ottawa Chapter as Past president, Vice president and Program chair. Janice
was named the Advocis volunteer of the year in 2021.
Janice’s role is to:
I used to live directly across the street from my current branch location. You wouldn't believe it, but the advisor who ran the branch at the time, walked across the street, knocked on my door and recruited me to take over the branch. I literally had opportunity knock on my door! How many people can say that?
If you had told me in high school that I would end up becoming a Financial Advisor, I would have laughed at you. But in reality, it truly is a great fit for me. I have a passion for speaking with people and learning. I also have a history of working in roles geared towards helping people. Prior to Edward Jones, I was working at Scotia McLeod for nearly 10 years.
I have been serving my clients at Edward Jones since 2005. My clients are retirement focused or retired. They often have one main goal, which is retirement income certainty. My clients have worked hard to provide for themselves or their family. They are looking for guidance on how to plan for the next stage in their life. My emphasis is always to help them reach their goals in a responsible way. I often view myself as a consultant, especially with clients who are focused on a socially responsible investing approach. At the end of the day, I am here for you, but the decision is ultimately yours.
When I'm not in the office, I like to spend time with my family. In the Summer, we are at the cottage boating or kayaking. In the Winter we enjoy skiing. I have a love for travel and prior to having our son, my wife and I backpacked around the world.
The care that my clients receive isn't solely on me. I am lucky to have a fantastic Branch Office Administrator, Sandie Kiley. Sandie Kiley is professional, client centered, outgoing and is always ready to assist in any way she can.
We would love to hear from you. Give us a call and let us see if we can help.
LLQP insurance and wealth advisor. Currently working with Lawyer's Financial Advisory from their head office in Toronto, part of the Canadian Bar Insurance Association. My focus is clients with their retirement and insurance planning/solutions. (Previously with RBC Insurance). This is a strategic designation for me as I focus more on retirement, wealth, insurance solutions.
Currently licensed in Ontario focussedo n clients in GTA and southern Ontario and expanding to Manitoba in 2023.
I am a freelance law clerk and licensed paralegal. I offer support staff services to lawyers, with a focus on all things litigation, document review, document summary and adobe PDF. As the world of freelance law clerk is still new, I am unique because you can find me.
I am a professional bookkeeper with 15 years experience full service to businesses including CRA filings for personal and business, monthly reconciliation's of bank and visa, financial statement preparation and year end acc
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Paralegal and Notary Public in and for the Province of Ontario. Working in conjunction with TBH admin to provide Free Education on Adult Guardianship and access to an affordable Guardianship of Property Application Service for Caregivers of mentally incapable adult loved-ones.
For many years, clients have referred to me as their “financial doctor.” My work has focused on helping individuals thoroughly analyze their financial situation, identify both visible and hidden risks, and implement effective solutions through the smart use of financial tools. My goal has always been to help clients protect their wealth wisely and grow it strategically.
Now, in my 11th year in the industry, my professional path is expanding beyond traditional insurance. I am transitioning into comprehensive, global wealth planning, supported by my ongoing studies in the Global Financial Architecture Diploma Program at Fudan University.
This evolution reflects the growing needs of high-net-worth and ultra-high-net-worth families who require integrated strategies across asset protection, investment planning, tax efficiency, succession, global structures, and philanthropy.
Today, my role is no longer limited to product-based solutions. Instead, I operate as a holistic wealth architect, designing complete, customized family office–style frameworks that address both current challenges and future aspirations.
My mission is simple:
to safeguard legacies, strengthen financial resilience, and empower families to thrive across generations.
这些年来，客户常称我为他们的“财富医生”。过去我主要通过专业工具帮助客户梳理财务状况、识别风险，并提供有效的保障与财富增长方案。
进入第 11 年后，我的职业方向从单一保险销售升级为全球化的综合财富规划。目前正在复旦进修国际财富架构师学位课程，更系统地服务高净值与超高净值家族在资产保护、投资规划、税务布局、传承与全球架构上的深层需求。
如今，我提供的不再是产品，而是家族办公室级别的全球财富架构的解决方案——用专业能力为家族财富构建稳固结构、提升抗风险力，并守护跨世代的繁荣。
Serving clients by providing clarity and direction in regards to income tax filings. Resourceful and professional.