Areas of Specialization:
Educational Background: Jeanie’s roots in Southeastern Ontario run as deep as her dedication to life-long learning. After completing Secondary School in Napanee, she went on to receive her Bachelor of Arts degree from Queen’s University in 1977. Jeanie’s commitment to serving her clients is evident by her achievement of earning her Certified Financial Planner (CFP) registration from the Financial Planning Standards Council. Jeanie has also successfully completed the Mutual Fund and Labour Sponsored Investments Funds courses with the Investment Funds Institute of Canada (IFIC) as well as The Canadian Securities Course, Life and Sickness and Accident Insurance licensing requirements and her Certificate in Financial Planning through the Canadian Institute of Financial Planners. She’s a member of ADVOCIS (The Financial Advisors Association of Canada) and has most recently completed her Chartered Life Underwriters designation in 2006. Jeanie also completed her Certified Executor Advisor designation in 2015. Career: Jeanie joined the Bank of Montreal in 1977,as a teller, accepting increasing responsibilities in Peterborough, Pickering and Kingston before rising to the position of Senior Financial Service Manager, taking her Investment Funds in Canada course in 1992.In the fall of 1998, Jeanie realized her personal goal of becoming an independent financial advisor by building on her successful career in the banking industry. Jeanie believes that every individual, regardless of their age or occupation, can improve their quality of life by participating in the financial planning process. As a professional planner she can help bring all aspects of a person’s financial picture into focus, providing a comprehensive plan for success, enabling them to concentrate on those things in life that bring them pleasure. Her motto is plan for tomorrow, but live for today. Jeanie’s knowledge and skills are enhanced by those of the professional team of advisors at IPC downtown Kingston – allowing her to provide her clients with the best possible advice and customer service. Personal Background: Jeanie lives at Jones Falls with her husband Nicholas where they are active members in their Community Association. In her leisure hours, Jeanie enjoys travel, reading, bridge, and the beauty of their rural property situated on the Historic Rideau Canal.
Insurance products offered through Richard H. Kizell Insurance Agency Ltd