Our Team
CFP®, EPC®, CIWM®, FCSI®
Certified Financial Planner ®
Investment Representative
Office Manager
Office Manager
Jan started her administrative career in the financial services industry with London Life in 1975 as a customer service assistant. She has had various roles over the years, most recently joining Beyond Business Financial Solutions Inc. as a marketing associate. Her knowledge and expertise make her a valuable asset.
Jan has been married to Felix since 1983, and together they’ve raised two daughters. In addition to spending time with family and friends, she enjoys cooking and entertaining, reading, community volunteer work and traveling.