Senior Wealth Advisor
Jeanette Boleantu, PFP®, CFP®, Senior Wealth Advisor with Assante Financial Management Ltd., describes the majority of her clients as ‘global citizens with international components to their financial DNA. The main function of modular financial planning is the identification of issues pertaining to regulations and legislation that add complexity. Evaluating Canadian Citizens fact patterns and identifying issues then helping to implement comprehensive planning recommendations is the fundamentals of this practice.
Her client base ranges from coast to coast to coast – including the next generation born or raised in expatriate communities, a group she refers to as ‘Next-Pats.’ “These individuals experience the world in a way that others don’t; through what I call an ‘opportunity concentration lens,’” says Jeanette. “It’s almost like Next-Pats are walking around with 3-D glasses on, revealing opportunities like a heat map as a direct result of multiple country and cultural exposure in their formative years.”
Jeanette holds a firm belief that the first step to financial well-being is understanding drivers behind financial behaviors. The key to wealth creation is matching personal needs with financial objectives. “I work with amazing individuals all traveling on different journeys and help facilitate meaningful conversations always trying align their financial plan with their core life motivation,” says Jeanette. “We have worked hard together on wealth creation and preservation. Now, I’m excited about the role philanthropy, legacy and planned giving plays, particularly focusing on the client’s goals and aspirations.”
Penny moved to Canada from the UK in 2012. Whilst in the UK, Penny worked as an Independent Financial Adviser (IFA) specializing in Pensions & Investments and, has worked in the Financial Services industry since 2006.
Penny joined our team in 2016 and took on the role of Investment Processing Manager. Transactional investment related processing includes a long list of expertise. Experience including ever changing addresses, crystallization of assets on return to Canada, coding of eligible pension transfers on receipt of international severance, implementation and management of dollar cost averaging strategies, tax coding reconciliation for dividend and income distribution, knowledge of US person investment constraints in regards to both IRS and SEC regulations, management of TFSA eligibility as it pertains to non-resident years, implementation of charitable giving strategies using Donor Advised Funds and coordination of international and cross border complexities. In addition, the implementation of cash flow investment driven strategies following the four phases of retirement savings (accumulation, savings, growth and preservation).
Penny lives in Calgary with her husband, 2 children and 2 dogs. They enjoy regular trips to the Mountains to ski, namely at their favorite ski hill of Kimberley in BC.
Data Analyst: Customer Insights
With 23 years of background and experience in quality, process improvement and project delivery, she has been a key player in transformation high profile international projects (Olympics 2012, Transport London 2010, TCPL 2000, High Performance Field Hockey Coach and player)
2020 Faces of Community: Nominated by their peers, the twelve 2020 Faces of Community come from community organizations across the city, and all have different and inspiring stories of how they got involved, what they’re proud of, and what motivates them to stay involved. Past president of the Killarney Glengarry Community Association (KGCA) and is a volunteering force to be reckoned. Her significant achievements in her tenure as president at the KGCA has included strengthening the association and pushing for growth as a community. Johnson helps clients understand their customer stories and how it can power their communication and advocacy.
“Carolyn is an inspirational leader as a neighbourhood champion,” said her nominator.
Carolyn has been recognized before for her selfless volunteering spirit and was selected to be one of 11 “Women in Canada Games Apprenticeship Program” which honed her leadership skills and her work to prepare for major sporting events. In addition, Carolyn was also selected to participate in the Calgary “Women Lead YYC”, a program designed to support women who want to lead, influence or participate in collective action in order to improve their community.
Carolyn lives in Calgary with her husband Tim and their two kids.