Budget Coach
Biography
Jana Kiss-Cean finished her Bachelor of Arts, Major in Economics at York University in 1999. Afterwards, she went on to complete a series of courses and designations at the Canadian Securities Institute such as CSC, CPH, PFP, FMA and CIM between 2000 and 2013.
In 2005 she obtained her CFP – Certified Financial Planner designation.
From March 2001 until January 2022 she worked at a large financial institution in different positions and for the past 18 years in the role of a financial planner.
Jana worked in a prestigious area of Toronto and dealt with many high-value clients daily in an advisory capacity. She provided comprehensive advice on investments and credit while managing a sizable portfolio.
She was rewarded with numerous awards for her hard work, including a cruise.
Jana also took part in many different charity activities. One of her favourites was the Junior Achievement program teaching Economics to grade eight students. You might have guessed; her favourite fun part was budgeting with these young students.
After the pandemic, Jana decided to pursue her dream of helping clients to manage their cash flow efficiently to guide them to a successful future.
Whom I Help
Anyone who is having
difficulties managing
monthly cash flow due
to different reasons
or lacks discipline
in handling own finances.
How Do I Do It
By thorough analysis
of income and expenses
utilizing budget sheet.
Provide tips on savings
and point out weak spots
such as wastefulness
or overspending.
What's in It for You
Adopt a disciplined approach
to budgeting on a weekly,
monthly or quarterly basis.
Start with regular savings,
be mindful of your cash flow
on a continuous basis.
Your future will look brighter
if you stick to your plan!