What drives us is our community. Our concern and legal fiduciary is to look out for the best interests of our community and clients.

(Head of Admin)

Meet Jannette, a seasoned veteran with over 20 years in the financial services industry. As an immigrant from the Philippines, her journey epitomizes resilience and determination. With expertise in administration and advisor relations, Jannette has become a trusted leader known for her easy-going approach and integrity. Her business philosophies have led CL to groundbreaking advancements in client experiences and operational efficiency. Still, after 20 years, she is the first one in the office, and the last one out. She's looking forward to connecting with you. 

P: 647-669-0029
M: [email protected]