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 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.
Emma Fitzgerald, MBA, CFP®
Emma was born and raised in Kingston, Ontario. She graduated from Queen's University in 2016 with a BAH - Applied Economics. In 2017, she completed her Master in Business Administration (MBA) at Royal Military College. During her time at Queen's, she volunteered for the AMS Housing Grievance Centre and worked at Shorelines Casino 1000 Islands as a Supervisor in the Slots Department.
Emma began working at Assante in 2016 and joined Jane Lapointe's team in 2018. She is actively involved in the community and holds volunteer and board positions with University Hospitals Kingston Foundation and the Pittsburgh Community Benefit Fund.
Cera has over 20 years in customer service, a strong administrative background, and experience in the financial services industry. She is a graduate of the University of Ottawa and St. Lawrence College and has a passion for helping people. When not at work, she enjoys tending to her many plants and gardens and spending time at the family cottage with her partner, kids, and dogs.
Nicole started with Assante Financial Management Ltd. (Fenlon Financial Division) in 1998 and worked in a number of administrative roles, gaining experience and knowledge in all aspects of investment management. In 2004, Nicole joined Jane Lapointe’s team as a Licensed Assistant. Nicole’s detail-oriented nature, professionalism and warm demeanour make her a perfect fit for the Lapointe team.
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