Jeanette Boleantu, B.Mgmt., PFP®, CFP®
Senior Wealth Advisor
Jeanette builds and delivers strategic advanced planning solutions to Canadian Families both within Canada and Abroad. She Specializes in managing the financial affairs of high net worth families, and focuses on working with a team of professionals to provide innovative and customized solutions to preserve and enhance wealth.
Value drivers: Simplify | Protect | Enable.
Areas of expertise: Comprehensive Financial Planning, Recommendation & Implementation of Financial Strategies, Philanthropy & Generational Wealth Transfer, Leadership & Communication, International Outlook, Issue Spotting & Consultation. Strengthening and aligning financial strategies.
Tom Boleantu, BA, PRP
Senior Wealth Advisor
Tom Boleantu is a widely-respected Canadian wealth management professional in areas of lifestyle planning, expat life and wealth management. His process with clients consistently uses the same pattern and is easy to follow and execute.
Boleantu studied geology at McMaster University and worked in exploration geology for 25 years before entering the financial services industry.
As an exploration geologist he has travelled to Morocco, Iran offshore, Pakistan, frontier Beafort Sea & East Coast offshore including many stops along the way. His interests in foreign cultures lead him to study French & Spanish while working both as an expat and on rotation. His acquaintance with other APEGA expats influenced his outlook on life; and he identified one thing that most professionals working abroad were missing – A comprehensive wealth plan that considered tax, financial & lifestyle planning needs to retirement.
He created a consulting firm that his peers could rely on to consider more than just tax. Over the past 26 years he has developed a one-stop financial network that Canadians can rely on to meet all their wealth planning needs. Such dedication to developing Canada’s leading one-stop service has secured Tom an elite position on the prestigious Assante Chairmans Council offered to only the top 100 Assante advisors in Canada. Tom’s work has earned him broader acclaim; a leading the expert in lifestyle planning and support for Canadians working overseas. Continuing referrals attest to his success.
For the past 26 years The Expatriate Group has assisted over 2000 Canadians moving to or from over 55 countries. The unique service at one location can address and implement all expatriate tax planning needs prior to departure, during the offshore contract and following return to retirement.
The Expatriate Group also assists those returning to Canada with repatriation of funds tax-free and investment strategies to reduce future taxes on return. Counsel family re-integration and adaptation to Canadian society following foreign employment.
Mary was born and raised in Canmore, and joined our team in 2014. She can be found coordinating front and back office activities, including newsletters, mail outs and phone and email inquiries.
Assante Wealth Management
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 rescue dogs. They enjoy regular trips to the Mountains to ski, namely at their favorite ski hill of Kimberley in BC.
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