Janice Rees Email & Phone Number

London, Ontario, Canada

NEW SERVICE: working with a mortgage broker to help families buy their dream home.Advise on staffing issues, daily operations, marketing, management issues, inventory control, accounts receivable management.Retail clients have included bakery, real estate broker, hardware, kitchen/bathroom design/install, quilting supplies, specialty yarns, audiologist.Not-for- profit clients: thrift store, food bank, museum, churches, Legion. Provide detailed budget template design, financial… Show more NEW SERVICE: working with a mortgage broker to help families buy their dream home.Advise on staffing issues, daily operations, marketing, management issues, inventory control, accounts receivable management.Retail clients have included bakery, real estate broker, hardware, kitchen/bathroom design/install, quilting supplies, specialty yarns, audiologist.Not-for- profit clients: thrift store, food bank, museum, churches, Legion. Provide detailed budget template design, financial analysis to a Chief Financial Officer who goes in on contact to improve financial operations and transission the role to a permanent person.Accounting and bookkeeping requirements for small businesses and individuals to ensure compliance with corporate income tax, personal income tax, payroll, GST/HST, Employment Standards Act, WSIB, bank reporting, budgeting, charity returns, negotiate CRA audits, advise and negotiate bank financing, self taught QuickBooks, Microsoft Word and Excel, the introduction of the internet. Show less

London, Ontario, Canada

I was sought out to fill another emergency sick leave in Advancement Services. Started as a 3-month contract, subsequently extended twice, even after the employee returned. The task was to synchronize the donations detail received from the newly installed CRM to the deposits received by Western's Central Finance department, using PeopleSoft.I was unfamiliar with both operating systems, but was able to navigate quickly. The manager of Central Finance expressed her amazement at how… Show more I was sought out to fill another emergency sick leave in Advancement Services. Started as a 3-month contract, subsequently extended twice, even after the employee returned. The task was to synchronize the donations detail received from the newly installed CRM to the deposits received by Western's Central Finance department, using PeopleSoft.I was unfamiliar with both operating systems, but was able to navigate quickly. The manager of Central Finance expressed her amazement at how quickly I was able to learn both systems. I developed an updated procedures manual for my successor. Show less

Ontario, Canada

WFG has given me belief in the mutual fund and insurance industry for the first time in my entire adult life. They provide the education that every individual needs to manage their financial affairs. It doesn't matter how little or how much you earn, it's how much you keep. Canadians aren't doing very well in managing their finances. We are spending $1.68 for every $1.00 that we earn and that number keeps climbing. Over 90% of Canadians are retiring broke.Who can you trust? The… Show more WFG has given me belief in the mutual fund and insurance industry for the first time in my entire adult life. They provide the education that every individual needs to manage their financial affairs. It doesn't matter how little or how much you earn, it's how much you keep. Canadians aren't doing very well in managing their finances. We are spending $1.68 for every $1.00 that we earn and that number keeps climbing. Over 90% of Canadians are retiring broke.Who can you trust? The big 6 banks reposted total earnings of almost $35 billion in 2015. That is profit, after paying their expenses and taxes. Ask yourself " how much did I pay to the bank this year? Who's best interest do they really have? Mine or their shareholders?"I don't have hundreds of thousands to work with an investment advisor.How do you deal with: low investment rates, inflation, housing costs rising faster than wages, fewer pensions, lower anticipated CPP benefits, lack of job security, living longer, saving for university tuition, how much do I need to have when I retire, how is this all even possible?Do I choose: RRSP, TFSA, RRSP, segregated funds, universal life, term insurance, non-registered investments, HELOC, real estate ... what do these mean?All of this information should have been taught in high school. After all you need to manage money your entire life. You need to provide for your family. This is essential information you need to learn. WFG has the tools to make this information understandable, accessible, affordable and our annual reviews keep you on track. WFG welcomes everyone, whether you're a client or an entrepreneur. Show less

Southwestern Ontario

I like to help people develop a good feeling about themselves on the inside and outside. I have extensively researched several business opportunities in order to share my experience and wisdom to help people improve their lives. Mary Kay Skin Care and CosmeticsAs an Independent Skin Care and Beauty Consultant with Mary Kay, I instructed people on proper skin care and help them fight the signs of aging. I helped women select flattering beauty products.How old you are is your… Show more I like to help people develop a good feeling about themselves on the inside and outside. I have extensively researched several business opportunities in order to share my experience and wisdom to help people improve their lives. Mary Kay Skin Care and CosmeticsAs an Independent Skin Care and Beauty Consultant with Mary Kay, I instructed people on proper skin care and help them fight the signs of aging. I helped women select flattering beauty products.How old you are is your business ... how old you look is mine! People I meet are shocked and in disbelief when I tell them how old I am because I look considerably younger. That's a good thing. Nordixx Pole Walking CanadaAs a Distributor and Certified Nordic Pole Walking Instruction with Nordixx Pole Walking Canada, I provided group presentations, hands-on instruction, individual consultations in learning the proper Nordic Pole Walking technique in order to ensure the maximum health benefits are achieved. Avon CanadaCreative MemoriesTupperwareAmway Show less

London, Ontario, Canada

Mr Appleton pursued me to return to his practice after my 6 year leave to raise my 3 children. Upon returning to the practice I was given the sole responsibility for our major client who had monthly reporting requirements, with 8 divisions, to a board of directors, year end notice to reader, budgets, special reports and information for the Executive Director and support their bookkeeping staff.I supervised up to 2 staff, ensuring all work was accurate and timely. Extensive… Show more Mr Appleton pursued me to return to his practice after my 6 year leave to raise my 3 children. Upon returning to the practice I was given the sole responsibility for our major client who had monthly reporting requirements, with 8 divisions, to a board of directors, year end notice to reader, budgets, special reports and information for the Executive Director and support their bookkeeping staff.I supervised up to 2 staff, ensuring all work was accurate and timely. Extensive experience in working paper file completion to Notice to Reader and Review standards, financial statements, corporate income tax, personal income tax, GST/HST, payroll, EHT, WSIB, Employment Standards Act, FINTRAC, Microsoft Word, Microsoft Excel, corporation consolidations, business rollovers into corporations, estates, professional corporations, computer troubleshooting, superb client relations, exceptional trust of the owner/Chartered Accountant in my decision-making abilities.Client base of medical/physiotherapy clinic, pharmacy group of corporations, dentist, orthodontic construction, medical doctors, lawyers, university professors, mechanic, construction.Critical client contact to all clients and ensure requirements met on a timely basis. Show less

London, Ontario, Canada

I joined the organization when their accountant was unable to return from a 6-week medical leave. A Chartered Accountant friend was a former member if the board of directors and recommended me for the position. Self taught the position I had assumed and Simply Accounting. During my term I automated reporting requirements for the Ministry of Health and United Way, designed job manuals, implemented board of director reporting requested by the Executive Director and trained the returning… Show more I joined the organization when their accountant was unable to return from a 6-week medical leave. A Chartered Accountant friend was a former member if the board of directors and recommended me for the position. Self taught the position I had assumed and Simply Accounting. During my term I automated reporting requirements for the Ministry of Health and United Way, designed job manuals, implemented board of director reporting requested by the Executive Director and trained the returning accountant on the changes during the 1 year medical leave to ensure a smooth reintegration. Show less

London, Ontario, Canada

Prepared working paper files for small businesses and personal income tax returns. Quality control specialist of out going correspondence.

Strathroy, Ontario, Canada

Completed experience requirements of the Chartered Accountant designation. Experience in audit and taxation.

London, Ontario, Canada

Commenced experience requirements toward the Chartered Accountants designation. Experience in audit, taxation

Honours Bachelor Of Commerce (Bcom), Business Administration

Completed education requirements of the Chartered Accountant designation. Successfully completed courses in law, marketing, statistics.

Bachelor Of Arts (B.A.), Administrative And Commercial Studies, Combined With French

Commenced education requirements of the Chartered Accountant designation. Successfully completed courses in computer programming (Basic).