Jane Capell, CFP, CLU

Jane Capell, CFP, CLU Seek Balance, Spend Wisely, Live Richly COVID-19 Pandemic Notice: Our office is open to client's by appointment only. COVID procedures are in place.

Advisors are serving their clients remotely by phone and email. Please contact your advisor directly or contact our office at (905) 570-1200 if you require assistance. Jane is a Certified Financial Planner who focuses on helping people to identify their goals and build wealth throughout their lifetime. Everyone needs and deserves a comprehensive financial plan. A plan that includes a savings, inve

stment and protection strategy. Jane had been helping her clients in the GTA, Burlington/Hamilton and Niagara regions since 1989.

Tax-Free First Home Savings Account (FHSA). A new upcoming savings option for prospective First-Time Buyers to consider....
04/11/2022

Tax-Free First Home Savings Account (FHSA). A new upcoming savings option for prospective First-Time Buyers to consider. Proposed in the Federal Budget on April 7, 2022.

CIBC's Jamie Golombek breaks down how the new account will work

New stress test for mortgages as of June 1, 2021.
06/01/2021

New stress test for mortgages as of June 1, 2021.

The borrowing guidelines for mortgages are changing as of June 1, 2021. Here’s how the new mortgage stress test rules will affect you.

http://ow.ly/j2WH50E3DsJ
03/19/2021

http://ow.ly/j2WH50E3DsJ

Jane Capell has been connected with Hamilton Community Foundation for more than 20 years, including monthly giving and participation in the Women 4 Change giving circle. She is thrilled by the latest step in that relationship: she and her husband’s Dream Weaver Fund is about to begin granting. The...

A few thoughts on Life Insurance...
03/18/2021

A few thoughts on Life Insurance...

Does age affect life insurance? Do you even need it if you’re still young? Is ever it too late to qualify? We answer these questions and more.

01/12/2021

January is a good time to review your investments, tax and debt management planning. Here’s how to get started.

Happy Canada Day!!
07/01/2020

Happy Canada Day!!

06/09/2020

Our DFSIN Hamilton Office remains closed to the public to help limit the spread of COVID-19. The health of our clients and staff is of vital importance to us.

Although Advisors and staff have limited access to our office - clients continue to be serviced by their Advisors remotely. If you have questions, concerns or need to discuss your financial situation, please contact me via phone or email.

2019 Income Tax Filing Deadline of June 1, 2020 is quickly approaching!!
05/22/2020

2019 Income Tax Filing Deadline of June 1, 2020 is quickly approaching!!

Address

120 King Street West, Suite 210
Hamilton, ON
L8P4V2

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