Jeanette Jow, CFP
Burnaby Branch, Burnaby
“I’ve found the best way to work with clients is to be a caring and understanding educator. I want my clients to get the full financial picture and have a thorough understanding of all their options as well as the possible outcomes of each choice they might make.”
Jeanette is an accredited Certified Financial Planner with over five years of experience in the financial services industry. She maintains a strong focus on personal and professional development, actively working towards achieving the next life goal or milestone and striving for new learning opportunities along the way.
Jeanette enjoys working with clients from various walks of life and helping them achieve their financial goals no matter what stage in life they are at.
“To be a good financial planner, you need to care about your clients and strive to support them and their loved ones throughout their financial journey. There is no greater reward than that which comes from helping others. Growing together with my clients is a privilege I am fortunate to have.”
As a Certified Financial Planner (CFP), Jeanette works with clients to create customized financial plans that focus on financial management, income tax planning and efficiencies, investment and education savings planning, risk management, retirement and estate planning.
Jeanette and her team of specialists will develop and manage a comprehensive lifespring® financial plan, integrating everything from insurance†, investments and estate planning as well as business banking (if applicable). Jeanette’s advisory team includes the following specialists: