Advisors
The Dedicated Financial Solutions team:
JANET BACCARANI
BSc, MBA, C.A. CFP, FMA, CPCA
Senior Financial Advisor and Certified Financial Planner
Manulife Securities Incorporated and Manulife Securities Insurance Inc.
Janet is a tax-savvy financial advisor dedicated to helping her clients find the right blend of wealth creation and preservation for their long-term security and family needs. As a Chartered Accountant with executive-level business experience, Janet also has an in-depth understanding of the unique financial planning requirements of time-challenged corporate executives and business owners.
Taxation Expertise
- Product development specialist for a major tax-preparation software company
- Tax support for the products and services team at a major trust company
- Director of the Tax and Accounting division of one of Canada’s foremost publishers of taxation information for legal and accounting professionals
Education/Designations
- Bachelor of Science, University of Toronto, 1975
- Master of Business Administration, McMaster University, 1978
- Chartered Accountant designation, 1979
- Certified Financial Planner designation, 1999
- Financial Management Advisor designation, 2006
Community Involvement
- Executive member, Etobicoke C.A. Association
- Former treasurer for the Board of Directors, Renascent (a non-profit alcohol and drug addiction treatment centre)
- Former director, Renascent Foundation
Personal Notes
Janet and her husband, Zito, are the parents of two grown children and have made Etobicoke their home for more than 25 years. In her spare time, Janet enjoys reading, golf, travel and the company of her two granddaughters.
JENNIFER BLACK
BSEd, FMA, CFP, CPCA, FCSI, CIM
Senior Financial Advisor and Certified Financial Planner
Manulife Securities Incorporated and Manulife Securities Insurance Inc.
Jennifer’s drive and focus – honed as nationally ranked tennis player – are important assets her clients count on when it comes to helping them plan and execute game-changing financial strategies. She combines a sharp, analytical mind with a service-minded business approach that sets her apart from the crowd.
Education/Designations
- Bachelor of Science and Education, University of Nebraska, 2003
- Financial Management Advisor designation, 2006
- Certified Financial Planner designation, 2008
- Certified Senior Advisor designation, 2008
- Canadian Investment Manager designation, 2009
- Fellow of the Canadian Securities Institute, 2009
Community Involvement
Using the knowledge and insight she gained while helping a friend cope with the emotional and financial challenges of being widowed, Jennifer has created widowed.ca, an online resource for widows and widowers in the Greater Toronto Area.
Personal Notes
Jennifer lives in Mississauga with her husband, Kevin, and their daughters, Sara and Kayla. When she’s not shuttling the girls from one after-school lesson or activity to another, Jennifer indulges her passion for active sports, including golf and tennis.
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