Janet Pringle, B, Sc., CFP®, CLU, RHU

Financial Advisor

Areas of Specialization:

  • Mutual Funds
  • RRSPs
  • RESP’s and In-Trust Accounts
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Investment Planning
  • Life, Disability and Health Insurance
  • Segregated Funds

Educational Background:

After graduating from the University of Ottawa in 1995 with a degree in Political Science, Janet completed the Account Executive Training School offered by Money Concepts Upper Canada. Janet passed the Canadian Investment Funds course in February 1996 and obtained her Level II Life Insurance License in December 1997. In November 1998, Janet obtained the Certified Financial Planner (CFP) designation from the Canadian Institute of Financial Planning. Janet has successfully achieved the Chartered Life Underwriter (CLU) designation. This training has provided her more expertise in the retirement and estate planning areas.  Janet is very committed to her on-going studies in the financial planning field.

Career:

Janet has been providing Financial Planning Services since 1996. During this time, she has gained very insightful experience in her financial planning practice. She enjoys working with her clients and says,”everyone’s a little different; some want to get there as quickly as possible, while others are looking for a steady approach. The end result, however, is very similar; peace of mind and a secure knowledge about one’s financial plan.”

Personal Background:

Janet was born and raised on the outskirts of Napanee. Her mother Sylvia Young continues to reside in the area. Her brother David is a Professor of Sociology at McMaster University in Hamilton and her sister Susan is a teacher at Centre Hastings Secondary School. Janet enjoys reading, is an active member of the Napanee Rotary Club, serving as President for the Rotary Year 2005-2006, and enjoys assisting her husband, David, on their dairy farm. Janet and David have two lovely daughters, Ella and Lila.

 

Insurance products offered through Richard H. Kizell Insurance Agency Ltd