Jane Cheong, BBA, C.ADM, CPA, F.PL.
Private Wealth Advisor, Financial Planner
Jane works with a variety of clients across Quebec. Proactive and highly experienced, she has particular expertise in working with medical professionals, corporate executives, and entrepreneurs in all facets of financial planning for individuals and companies alike. She also helps multiple generations of families with their tax and estate planning. Jane’s valuable combination of accounting and financial planning brings depth and breadth to all of her client-focused service.
Jane began working with clients in financial services in 1990, and has since gained extensive experience in all aspects of tax and investment planning, retirement strategies, and estate planning in addition to corporate accounting. Jane joined the firm in 1999, following many years at leading financial services organizations.
A recognized planning professional, Jane has run several seminars for clients, employees and industry peers on a variety of financial planning topics. She completed the Chartered Professional Accountant (CPA), Chartered Administrator designations and Financial Planner (F.Pl) designation from the Quebec Institute of Financial Planner . She graduated from University of Montréal’s École des Haute Études Commerciales (HÉC).