Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
Insurance strategist Janet Dawes, BSc, recently founded JD Wealth Insured in Guelph, Ontario. After a decade in the industry, she noticed that despite growth in the number of professional and entrepreneurial women, the advice given to them continued to favour the objectives of their male counterparts. This gave her the idea to launch a business that is focused on assisting women, specifically in risk management and leveraging insurance, to grow their wealth.
Typically, women take fewer risks compared to men, causing their investment portfolios to underperform. At JD Wealth Insured, women learn how to take more calculated risks because their assets, first and foremost, are protected. Through this layer of protection coupled with financial education, Janet’s clients develop the confidence to make better investment decisions.
Believing that “when the student is ready, the teacher appears,” Janet takes a coach-like approach to providing support, guidance, and financial discipline to enable her clients to reach their goals. She starts with a financial restructure (reorganization of assets and debts to recoup tax and interest payments) and a customized budget (to optimize cash flow) so that her clients can build their financial empires on a solid footing. Once the groundwork is laid, the attention is on building wealth through various financial strategies, including leveraging insurance. The world of insurance is heavily used by banks and the ultra wealthy, yet such strategies are rarely discussed in mainstream society. Janet prides herself on improving financial literacy, especially in areas that are unfamiliar to most investors.
“If you want to achieve different results from what you currently have, you will need to do things differently,” she says. Unfortunately, doing things differently can go against conventional wisdom and feel quite uncomfortable. This is when her clients lean on her the most. Even if the investment process sounds complex, there’s no need to stress as Janet breaks everything down to actionable and achievable steps. She is a strong advocate for her clients, and her mission is to see women thriving and achieving financial freedom.
Guelph, ON
226 706 8627
jdawes@jdwealthinsured.com
www.linkedin.com/in/jdinsurance
, dlittle.ca
Janet Dawes
Insurance Strategist
JD Wealth Insured
Read on
Special Report
Home
Bio
Milestones
Profile
Insurance strategist Janet Dawes, BSc, recently founded JD Wealth Insured in Guelph, Ontario. After a decade in the industry, she noticed that despite growth in the number of professional and entrepreneurial women, the advice given to them continued to favour the objectives of their male counterparts. This gave her the idea to launch a business that is focused on assisting women, specifically in risk management and leveraging insurance, to grow their wealth.
Typically, women take fewer risks compared to men, causing their investment portfolios to underperform. At JD Wealth Insured, women learn how to take more calculated risks because their assets, first and foremost, are protected. Through this layer of protection coupled with financial education, Janet’s clients develop the confidence to make better investment decisions.
Believing that “when the student is ready, the teacher appears,” Janet takes a coach-like approach to providing support, guidance, and financial discipline to enable her clients to reach their goals. She starts with a financial restructure (reorganization of assets and debts to recoup tax and interest payments) and a customized budget (to optimize cash flow) so that her clients can build their financial empires on a solid footing. Once the groundwork is laid, the attention is on building wealth through various financial strategies, including leveraging insurance. The world of insurance is heavily used by banks and the ultra wealthy, yet such strategies are rarely discussed in mainstream society. Janet prides herself on improving financial literacy, especially in areas that are unfamiliar to most investors.
“If you want to achieve different results from what you currently have, you will need to do things differently,” she says. Unfortunately, doing things differently can go against conventional wisdom and feel quite uncomfortable. This is when her clients lean on her the most. Even if the investment process sounds complex, there’s no need to stress as Janet breaks everything down to actionable and achievable steps. She is a strong advocate for her clients, and her mission is to see women thriving and achieving financial freedom.
Milestones
2018-2022
Insurance Business Magazine | Key Media
Vice president, sales (Ontario/Alberta)
at Brompton Funds
2018-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
1985-2022
Ted Talk in collaboration with key media
Fortune Financial was sold to Dundee Wealth (1999), which sold it to Scotia Capital (2012), which sold it to iA Private Wealth (2018)
Recognized as one of Canada’s 50 Top Financial Advisors in 2016
Inducted into Wealth Professional’s Hall of Fame in 2017
Received the Invesco Lifetime Achievement Award
in 2018
Named as Finalist in Canada’s Top Advisors (year) and Finalist in Canada’s Client Loyalty
Awards (year)
Recognized as one of Wealth Professional’s 5-Star Advisors in 2021 and 2022
1985-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021-2022
Ted Talk in collaboration with key media
Insurance Strategist at JD Wealth Insured
2021-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2018-2021
Ted Talk in collaboration with key media
Associate Investment Advisor at Green Private Wealth
2018-2021
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2011-2017
Ted Talk in collaboration with key media
Senior Financial Advisor specialized in Debt Management at Scotiabank
2011-2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2011–2017
2018–2021
2021–present
1985–present
2018–present
Janet Dawes
Insurance Strategist
JD Wealth Insured
Read on
Special Report
Home
Bio
Milestones
Profile
Insurance strategist Janet Dawes, BSc, recently founded JD Wealth Insured in Guelph, Ontario. After a decade in the industry, she noticed that despite growth in the number of professional and entrepreneurial women, the advice given to them continued to favour the objectives of their male counterparts. This gave her the idea to launch a business that is focused on assisting women, specifically in risk management and leveraging insurance, to grow their wealth.
Typically, women take fewer risks compared to men, causing their investment portfolios to underperform. At JD Wealth Insured, women learn how to take more calculated risks because their assets, first and foremost, are protected. Through this layer of protection coupled with financial education, Janet’s clients develop the confidence to make better investment decisions.
Believing that “when the student is ready, the teacher appears,” Janet takes a coach-like approach to providing support, guidance, and financial discipline to enable her clients to reach their goals. She starts with a financial restructure (reorganization of assets and debts to recoup tax and interest payments) and a customized budget (to optimize cash flow) so that her clients can build their financial empires on a solid footing. Once the groundwork is laid, the attention is on building wealth through various financial strategies, including leveraging insurance. The world of insurance is heavily used by banks and the ultra wealthy, yet such strategies are rarely discussed in mainstream society. Janet prides herself on improving financial literacy, especially in areas that are unfamiliar to most investors.
“If you want to achieve different results from what you currently have, you will need to do things differently,” she says. Unfortunately, doing things differently can go against conventional wisdom and feel quite uncomfortable. This is when her clients lean on her the most. Even if the investment process sounds complex, there’s no need to stress as Janet breaks everything down to actionable and achievable steps. She is a strong advocate for her clients, and her mission is to see women thriving and achieving financial freedom.
Milestones
2018-2022
Insurance Business Magazine | Key Media
Vice president, sales (Ontario/Alberta) at Brompton Funds
2018-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
1985-2022
Ted Talk in collaboration with key media
Fortune Financial was sold to Dundee Wealth (1999), which sold it to Scotia Capital (2012), which sold it to iA Private Wealth (2018)
Recognized as one of Canada’s 50 Top Financial Advisors in 2016
Inducted into Wealth Professional’s Hall of Fame in 2017
Received the Invesco Lifetime Achievement Award in 2018
Named as Finalist in Canada’s Top Advisors (year) and Finalist in Canada’s Client Loyalty Awards (year)
Recognized as one of Wealth Professional’s 5-Star Advisors in 2021 and 2022
1985–present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021-2022
Ted Talk in collaboration with key media
Insurance Strategist at JD Wealth Insured
2021-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2018-2021
Ted Talk in collaboration with key media
Associate Investment Advisor at Green Private Wealth
2018-2021
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2011-2017
Ted Talk in collaboration with key media
Senior Financial Advisor specialized in Debt Management at Scotiabank
2011-2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2011-2017
2018-2021
2021-present
1985-present
2018–present
Janet Dawes
Insurance Strategist
JD Wealth Insured
Read on
Special Report
Home
Bio
Milestones
2018–present
1985–present
2021-present
2018-2021
2011-2017
2018-2022
Insurance Business Magazine | Key Media
Vice president, sales (Ontario/Alberta) at Brompton Funds
2018-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
1985-2002
Human Resources Magazine | key media
Fortune Financial
Fortune Financial was sold to Dundee Wealth (1999), which sold it to Scotia Capital (2012), which sold it to iA Private Wealth (2018)
Recognized as one of Canada’s 50 Top Financial Advisors in 2016
Inducted into Wealth Professional’s Hall of Fame in 2017
Received the Invesco Lifetime Achievement Award in 2018
Named as Finalist in Canada’s Top Advisors (year) and Finalist in Canada’s Client Loyalty Awards (year)
Recognized as one of Wealth Professional’s 5-Star Advisors in 2021 and 2022
1985-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021-2022
Human Resources Magazine | key media
Insurance Strategist at JD Wealth Insured
2021-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2018-2021
Human Resources Magazine | key media
Associate Investment Advisor at Green Private Wealth
2018-2021
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2011-2017
human resources | key media
Senior Financial Advisor specialized in Debt Management at Scotiabank
2011-2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Milestones
jdwealthinsured.com