Jane Lapointe, CPCA, MFA-P
Senior Wealth Advisor
Jane Lapointe joined Fenlon Financial in 1996 as an associate with founder, Walter Fenlon. The firm became Assante Financial Management Ltd. in 2001. Jane became Partner in 2010. As Senior Wealth Advisor, Jane sees a key role as translating the noise of the financial world in a way that is relevant and meaningful to the people she works with. Jane’s primary business focus is in working with families as senior parents age and adult children become care givers.
“There is a special set of skills and knowledge required in understanding how our financial needs change as we age. Our elders hold wisdom and experience. Maintaining independence as we age becomes a very important priority.”
Outside of work, Jane is actively involved in the community and holds advisory positions with United Way KFL&A, Compassionate Communities Kingston and the Queen's Family Health Team. She is also a supporter of the arts through the purchase of works of local artists. She and her husband, Rick, spend their summers on Howe Island.
2022 Multi-Asset Outlook
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Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....Read more
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If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....Read more
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The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....Read more
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