Jeanette Power - trusted wealth and "life" advisor
The role of wealth advisor is multi-faceted; working with clients and their families, listening and learning what’s important and helping them achieve their goals and ambitions.
With over 25 years of experience as a Senior Wealth Advisor, Jeanette has evolved her role, often referred to as a ‘life advisor’ by her clients and their loved ones. Within this coveted role, it’s not surprising that Jeanette is the first phone call for any major client life event like a birth, marriage proposal, new home purchase or setting the exact date for retirement. Jeanette’s informed and diligent approach, coupled with an outstanding level of personalized service, enables her to work with a diverse group of clients, ranging from affluent families and business owners, to female executives and divorcees across the country.
In a practice built on trust, Jeanette and her team place a premium on exceptional client service. That is why we consider it our responsibility to build and strengthen relationships through an extensive awareness of what you value in your life. We treat every relationship as a sacred commitment, ensuring that your affairs are treated with the highest levels of professionalism and privacy.
Delivering sophisticated and financially engineered solutions using our extensive technical knowledge and vast personal and professional network ensures that plans conceived today will work to protect, grow and manage your wealth tomorrow and for generations to follow.
Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. CIBC Wood Gundy's personally-tailored solutions extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, my team and I can help meet all aspects of your financial situation throughout your lifetime.
"Thank you for entrusting us with your ambitions and allowing The Power Investment Team to be a part of your journey every step of the way - we are so grateful for the trust you've placed in us and look forward to serving you and your family for many years to come."
In the News
You may have noticed that Jeanette Power is in the media from time to time in such publications as The Financial Post , Globe and Mail and The Toronto Star to name a few. We're proud to offer informative and educational information on timely topics which affect individuals and their families.
Click on the links below for the full stories:
Did you know: Women control a large chunk of Canadian financial assets, about $2.2-trillion to be exact. Jeanette and her team work with women executives and entrepreneurs, helping them manage their wealth and plan for a long and secure financial future for themselves and their families. Learn more in this article: Globe and Mail - August 16, 2023
TFSAs are appealing to many investors since their inception years ago and according to this recent article featuring Jeanette, there’s a bigger picture to a TFSAs’ potential. Read her comments in this article: Winnipeg Free Press - April 29, 2023
GICs are appealing to many investors these days due to rising interest rates, however, even these low-risk investments aren’t without their downsides, as this article discusses: Winnipeg Free Press - July 16 2022
Canadians are typically good investors, but there are many factors to consider when it comes to the actual process of investing, especially in today’s market environment. Here's what new investors should consider before diving into their first account from this Financial Post article: Financial Post - June 22, 2022
When it comes to divorce, spouses can experience a range of emotions, as well as confusion about division of assets, while also faced with an abundance of legal paperwork. This Financial Post article discusses how to navigate the financial strain of divorce: Financial Post - June 7, 2022
A newsworthy, national story as to why families have delayed planning over the past two years since the start of the pandemic: Global News - May 14, 2022
With inflation being top of mind these days, we thought you would find this Toronto Star article of interest. It talks about what’s causing inflation and how to protect your finances from rising costs: Toronto Star - March 24, 2022