Janet Jackson Ba, Cea, Cpca, Epc

Janet Jackson Ba, Cea, Cpca, Epc Email and Phone Number

Financial ConciergeTM - Professional Executor and Power of Attorney Services @ Financial Concierge Inc.
calgary, alberta, canada
Janet Jackson Ba, Cea, Cpca, Epc's Location
Greater Toronto Area, Canada, Canada
Janet Jackson Ba, Cea, Cpca, Epc's Contact Details

Janet Jackson Ba, Cea, Cpca, Epc work email

Janet Jackson Ba, Cea, Cpca, Epc personal email

n/a
About Janet Jackson Ba, Cea, Cpca, Epc

Financial Concierge™ provides impartial, Professional Executor and Power of Attorneys (POA) services for families, busy professionals, and older adults. As Professional Executors, we administer estates for a living, understand the regulatory requirements and have the requisite skills necessary to settle estates expertly and efficiently in accordance with your loved one’s wishes. As your “Attorney” (not a lawyer), directed by the POA document, we provide help with financial and healthcare matters.If you’re a busy professional struggling to find the time to pay bills, file insurance claims and stay on top of your financial affairs, we can help. If you’re a busy working mom or dad juggling care for your kids and older parent, we offer relief by supervising schedules and payments for your parents’ caregivers, paying bills, liaising with professional advisors, and providing support with their day-to day financial affairs.If you’re an older adult, we are a trusted concierge that enables aging in place free of worries about paying bills on time, missing cheque deposits, or liaising with advisors and government agencies.We offer three professional Executor/POA services:1. Appointed Executor and/or Attorney – Acting as the appointed executor and/or attorney under a POA, we manage and provide oversight on all estate administration responsibilities and provide support with financial or healthcare matters when you no longer can.2. Support your Executor and/or Attorney – Support the executor/attorney, usually a family member or friend, as their agent to perform executor/attorney duties that require expertise or significant time, or coach them on tasks they choose to perform themselves.3. Appointed as Administrator/Attorney – We may be appointed by the court as administrator of an estate when an individual dies intestate (without a will), or appointed as an attorney to manage financial and/or personal care matters when there is no POA in place.A respected leader with over 12 years of senior leadership experience and over 20 years financial services experience, my mission is to support unprepared and inexperienced executors navigate the estate settlement process with ease and confidence. And, to provide relief to busy professionals, families, and older adults, by offering personalized concierge services for day-to-day financial and healthcare support.#Professional Executor/#Power of Attorney Services/#Aging in Place/#Senior services/#Estate Administration/#Estate Settlement/www.financial-concierge.ca

Janet Jackson Ba, Cea, Cpca, Epc's Current Company Details
Financial Concierge Inc.

Financial Concierge Inc.

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Financial ConciergeTM - Professional Executor and Power of Attorney Services
calgary, alberta, canada
Employees:
8
Janet Jackson Ba, Cea, Cpca, Epc Work Experience Details
  • Financial Concierge Inc.
    Financial Concierge
    Financial Concierge Inc. Oct 2019 - Present
    Greater Toronto Area
    My passion is to educate Canadians that the unexpected can disrupt their lives in an instant, and that choosing unprepared family or friends to manage their financial and estate matters is not always the best option. At Financial Concierge™, we offer impartial Professional Executor and Power of Attorney services to assume the responsibility and risk associated with these roles.I assist and/or act as executor/power of attorney performing services for clients who need help or have no one to appoint in these roles. Under a power of attorney, I manage day to day money management tasks like bill payments, cheque deposits, account reconciliation, insurance claim submission and tax return preparation. As an executor or agent of the executor, I work with an expert team at Financial Concierge™ to efficiently settle my client’s estate as directed in their will.
  • Senior Leader With Expertise In High Impact Customer Communications
    Financial Services Executive - Marketing, Communications Consultant
    Senior Leader With Expertise In High Impact Customer Communications Jan 2019 - Present
    Greater Toronto Area
    Passionate customer-experience advocate adept in delivering innovative and effective marketing strategies. Highly engaged, dynamic professional who leverages exceptional leadership and relationship management skills to effect change and empower teams to create award winning marketing strategies. Expertise in: Strategic Planning | Sales Education | Marketing & Communications Strategies | Event Design & Management | Group Benefits
  • Empire Life
    Vp Marketing - Customer Focused Financial Services Solutions
    Empire Life Apr 2010 - Dec 2018
    Served on Senior Leadership team with demonstrated ability building results-oriented teams and leading cross divisional stakeholders to deliver strategic business priorities. Known for being a passionate brand champion with steadfast focus on the customer experience. Led award winning communications / marketing strategies.
  • Sun Life Financial
    Avp Group Marketing Services
    Sun Life Financial May 2005 - Apr 2009
    Led a marketing team dedicated to product development, marketing, communications services and market research. Accountable for setting direction and executing on marketing strategies in alignment with overall corporate business priorities. Created 12+ high impact client councils for key strategic clients to strengthen relationships and test product innovations.
  • Nortel
    Senior Manager - Global Benefits
    Nortel May 1998 - Jan 2005
    Managed the Canadian benefits and pension portfolio for Nortel employees. This included annual flex re-enrollment; disability program; vacation and time off policies; DB and DC pension statements and numerous North American projects relating to Capital Accumulation and Retirement programs.
  • Metroplitan Life Insurance Company
    Account Executive
    Metroplitan Life Insurance Company Mar 1995 - Apr 1998
    Successfully transitioned a block of business from Travelers Insurance Company to Met Life - from 1995 to 1996Sales and account management responsibilities from 1996 to 1998 --sales resulted in qualification for sales leader conferences in 1996, 1997, 1998.
  • The Travelers Insurance Companies - Hartford
    Manager, Canadian Operations
    The Travelers Insurance Companies - Hartford 1992 - 1995
  • Crown Life Insurance Company
    Account Executive
    Crown Life Insurance Company 1989 - 1992

Janet Jackson Ba, Cea, Cpca, Epc Skills

Employee Benefits Leadership Strategy Management Insurance Marketing Marketing Strategy Strategic Planning Program Management Account Management Sales Time Management Health Insurance Organizational Development Life Insurance Change Management Team Building Marketing Communications Disability Insurance Crm Process Improvement Performance Management Market Research Team Leadership Business Process Improvement Leadership Development Pensions Talent Management Product Development Training

Janet Jackson Ba, Cea, Cpca, Epc Education Details

Frequently Asked Questions about Janet Jackson Ba, Cea, Cpca, Epc

What company does Janet Jackson Ba, Cea, Cpca, Epc work for?

Janet Jackson Ba, Cea, Cpca, Epc works for Financial Concierge Inc.

What is Janet Jackson Ba, Cea, Cpca, Epc's role at the current company?

Janet Jackson Ba, Cea, Cpca, Epc's current role is Financial ConciergeTM - Professional Executor and Power of Attorney Services.

What is Janet Jackson Ba, Cea, Cpca, Epc's email address?

Janet Jackson Ba, Cea, Cpca, Epc's email address is ja****@****erge.ca

What schools did Janet Jackson Ba, Cea, Cpca, Epc attend?

Janet Jackson Ba, Cea, Cpca, Epc attended Queen's University, University Of Toronto Mississauga.

What skills is Janet Jackson Ba, Cea, Cpca, Epc known for?

Janet Jackson Ba, Cea, Cpca, Epc has skills like Employee Benefits, Leadership, Strategy, Management, Insurance, Marketing, Marketing Strategy, Strategic Planning, Program Management, Account Management, Sales, Time Management.

Who are Janet Jackson Ba, Cea, Cpca, Epc's colleagues?

Janet Jackson Ba, Cea, Cpca, Epc's colleagues are Carla Czaikowski, Cpa,cga, Carrie Van Staveren, Laurie Belanger.

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