Margaret Janecki is an EPC (Elder Planning Counsellor) and Independent Financial Advisor who works out of her Mississauga, Ontario office. She works closely with her long time colleague, Neil Mathieson, who is a Chartered Professional Accountant (CPA) and a Fellow of the Institute of Canadian Bankers. (FICB). Margaret has been an Independent Financial Advisor for the last 20 years.
Margaret and Neil’s unique blend of services, make it convenient for their clients to get the investment and tax advice they need for any stage of their lives, from when they first start out their working careers, to planning for retirement, and once there, having the financial freedom to enjoy retirement.
Known as the “Financial Doctor”, by many of her clients, Margaret takes a holistic overview of the clients’ current scenario and goals before she recommends a prescription to their specific solution.
As a financial consultant, her strength is in communications between members of multi-generation families, yet still maintaining their respective privacy issues.
With her kind and diplomatic approach, she successfully pulls family members together to discuss sensitive issues concerning Wills, Powers of Attorneys, investments, family discourse and getting to the heart of their needs.