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Janet Jackson, CEA
Financial Concierge
Other
Financial Concierge
Other
Area serviced:
Mississauga, ON; Toronto, ON; Oakville, ON; Brampton, ON; Burlington, ON
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.
Mississauga, ON
437-227-6948
Contact Janet Jackson
Janet Jackson
Mississauga , Ontario
P : 437-227-6948
Mississauga , Ontario
P : 437-227-6948
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