Janine Purves, CFP, CPCA, CCS
Senior Financial Advisor
Janine offers 18 year's experience in the financial industry working in banking, brokerage, and financial planning environments. She also has 8 year's experience in consulting and sales to businesses. In addition to being a fully licensed advisor, her qualifications include the CFP and CPCA designations with a background in economics. Having received many service and achievement awards, she recognizes the importance of servicing client's needs first. She has appeared on CP24, York Rogers TV, and has contributed to the York Region Business Times, and Forever Young, a newspaper dealing with issues seniors face. She has also been asked to speak at many Business, Professional and Retirement Associations. In 2015 Janine was voted best Financial Planner in Richmond Hill for The Liberal Readers' Choice awards.
Most recently Janine has been awarded the Leading Women, Leading Girls award for Richmond Hill from both the Federal and Provincial governments, been a recipient of the Portraits of Giving plaque and awarded the Literacy Award for the Business Women’s Networking of York Region group, all for helping Financial literacy to flourish in York Region. In addition, Janine was a Portraits of Giving Honoree and 2018 Richmond Hill Board of Trade Business Achievement Award Recipient.
2022 Multi-Asset Outlook
Dec 24, 2021
Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....Read more
RRIF, meet JLTD
Dec 15, 2021
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
Prepare for the unexpected
Dec 15, 2021
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
Schedule a meeting with Janine
We are currently facilitating meetings by phone and video conferencing. You will be redirected to Calendly to book an appointment with Janine.