As the Team Operations Lead for Ascendant Wealth Partners, Jane plays a key role in optimizing practice efficiency through strategic oversight of operations, practice management and process improvement. She serves as a primary point of contact for Jim and his clients, providing administrative support and informed guidance to both clients and colleagues alike. Jane actively contributes to Ascendant Wealth Partners Risk & Tax Committee and Salesforce Development Committee to help advance operational excellence and ensure alignment of the team and with industry best practices. 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 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 in History and Sociology from Dalhousie University. She has completed a Certificate in Alternative Dispute Resolution from York University and is currently pursuing the Canadian Securities Course and the Conduct and Practices Handbook. To her role she 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.

In her spare time, Jane enjoys staying active while taking moments to pause, reflect and appreciate the tranquility of her surroundings. She is a strong advocate of lifelong learning and personal development and seeks ways to incorporate that into her everyday life.

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