Jeanette Boleantu, B.Mgt, PFP®, CFP®
Our client base ranges from coast to coast to coast – Haida Gwaii to Halifax and Ecuador to Indonesia. This includes the next generation born or raised in expatriate communities, a group I refers to as ‘Next-Pats.’
Our family business started with my father, Tom Boleantu, who built the business after leaving work as an exploration geologist. We often attract a client base of geo-scientists, including engineers, geologists, and geophysicists. My Dad maintained his Professional Geologist credentials long after he left the field. Applied scientists and engineers hold themselves to an exceptional ethical and professional standard.
I love to work with Canadians who have sand in their shoes – who have travelled the world for work or retirement and help them reach their migration goals with financial peace of mind.
You can read more about me in this article published in ‘My Business Magazine‘ in 2021