2 weeks ago
Financial Tips for New Parents
The birth of your first child is a wonderful time...
Principal,
Financial Advisor
Jane joined CAPTRUST in 2022 from TrustCore Financial Services where she built her more than 25-year career and established herself in the industry by successfully serving the financial planning needs of individuals, multi-generational families, and entrepreneurs. Jane starts each day by following business-news, politics, and economics plus national and global affairs, remaining on top of events that can impact her clients’ goals and investments. She holds a Bachelor of Arts degree from the University of Waterloo, combined with management accounting training and the CERTIFIED FINANCIAL PLANNER ™ designation. Jane is a wife, mentor, and mother of three career-focused children. Outside of the office, you’ll find Jane spending time with her family, in the outdoors, hiking, and enjoying boating.
2 weeks ago
The birth of your first child is a wonderful time...
3 weeks ago
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...
3 weeks ago
The money and property you own when you die (i.e.,...
2 months ago
If managed properly, Institutional Asset Pools (IAPs), like cash reserves...