Jeanette joined RowanOak Private Wealth Counsel in October 2016. As your first point of contact for our office, Jeanette is here to help with all client requests and maintain the information flow to clients. Assisting with administrative needs, Jeanette also organizing all client meetings and events held throughout the year. Prior to RowanOak Private Wealth Counsel, Jeanette worked for over 13 years with a large public accounting firm where she held roles in both an operational and compliance capacity. During her personal time, she resides in Burlington and enjoys spending time with her fur baby Wade. She is also an avid reader and loves to golf.
Responsibilities:
Jeanette assists with a wide range of administrative and account-related requests. She supports account transfers, new account openings, and inquiries related to statements and your client portal. If you have questions about estate settlements or insurance matters, Jeanette is available to provide guidance and assistance. Her goal is to make managing your wealth accounts seamless and stress-free.
Jeanette should be contacted when you have the following queries:
- Beneficiary and contact information updates
- Banking setup/change & cheque deposits
- Requesting tax slips
- Help with online client portal access
- Clarity about investment statements
- Estate & insurance inquiries
