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As the team operations manager for Ascendant Wealth Partners, Jane is the primary point of contact for our entire team, offering guidance to clients and colleagues alike. To help ensure our practice operates at its optimal, she focuses on big-picture practice management, process development, and business planning, following the latest best practices. She also acts as an administrative support to Jim and his clients.
To her role Jane brings operational and administrative excellence backed by 10 years of experience, including her most recent post as an associate at a leading Canadian wealth management boutique. She is passionate about developing and nurturing relationships, working with others to gain a better understanding of their goals and desired outcomes and then helping them execute the logistics required to get there. Jane has a background in education and holds a Bachelor of Education degree from the University of Wales as well as a Bachelor of Arts degree from Dalhousie University.
In her spare time, Jane enjoys kickboxing and spending time at the family cottage.