Private Wealth Managers / Portfolio Managers / Advisors
BSED, FMA, CFP, CIM, FEA
Jennifer has vast expertise as a Private Wealth Manager, Portfolio Manager and Family Enterprise Advisor. She uses her knowledge and experience to help affluent individuals, families, and business owners achieve their financial goals and enjoy peace of mind.
As a Private Wealth Manager, Jennifer takes an in-depth approach to understand your unique situation and provides solutions to optimize how your financial affairs are structured with specific emphasis on tax minimization, wills, estate and investment management.
As a Family Enterprise Advisor Jennifer helps your family with family dynamics, governance, and facilitation to support all generations through successful wealth stewardship.
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, a free online resource for widows, widowers and their loved ones.
Family & Interests
Jennifer still enjoys playing tennis and also enjoys golf and spending time with family. She lives in Port Credit, Mississauga with her husband, Kevin, and their two daughters. She enjoys watching her daughters find their passions and work towards their own goals.
BA, CFP, CIM, FCSI
Having been in the financial services industry for over 2 decades, I’ve learned a thing or two about being independent. Mandeville Private Client Inc. doesn’t just encourage advisors to offer professional, unbiased advice, it’s literally shaping the industry and holding it to a new standard of creating and preserving wealth. And while my office is physically located in Ancaster, Ontario, I serve clients from across Canada and the US.
As a Portfolio Manager and Senior Investment Advisor, I am held to the highest fiduciary standards on behalf of clients. I take great pride in crafting tailored portfolios commensurate with the specific risk required for each situation. Using the necessary skills and experience acquired over many years, I am able to sort through an endless array of options so that you can feel confident and informed about your financial decisions.
I’m a self-starter who likes to get things done. I used to think being a jack of all trades was a bad thing and always regretted not being amazing at anything, but what I’ve come to realize about this business, is that it requires a number of different skills to add value to client relationships. I enjoy collaborating with clients and professionals to bring solutions to the table that make sense. Many of the clients I work with are sophisticated and intelligent enough to manage their own finances, but having found success in their respective businesses and professions, see tremendous value in working with someone they can trust – a partner. Honesty, professionalism, and accessibility are the backbone of what I offer.
Outside of the office, family is at the heart of everything I do. Being the proud father of 3 active kids means I spend a great deal of time in hockey and lacrosse arenas, at dance recitals, and just hanging out. When I do find some spare time, being outdoors is by far my favourite place to be. Whether it’s running, biking, hiking, x-country skiing or golfing, being outside keeps me sane in a crazy world. I also love being part of a vibrant community and giving back to it. For several years now, my wife and I have helped organize the Dundas Terry Fox Run. It’s become a bit of a tradition in our home, and we feel very privileged to be a part of it.
CFP, CPA, CA, MBA, CEA
Janet is a tax-savvy wealth manager helping her clients find the right blend of wealth preservation and the transition of wealth to the next generation for the family’s long-term security. 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.
- 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
- Board Member, Women’s Leadership Council – United Way Peel
- Former treasurer, Trillium Board
- Former 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
Family & Interests
Janet and her husband, Zito, are the parents of two grown children and have made Etobicoke their home for more than 35 years. In her spare time, Janet enjoys reading, golf, and travel. She enjoys the company of her three granddaughters and two grandsons.
Jonathan Mullett, BA
Director of Risk Management
Since entering the financial services industry in 2002, I have been passionate about providing independent, client-centric advice, focused on insurance and estate planning. In previous roles I’ve had the opportunity to work alongside some of the best insurance minds in the industry, supporting them as they serve their clients and honing my skills. Aside from benefiting me, this ongoing commitment to personal development is an asset I bring to the boardroom and kitchen table alike, adding value to the lives of those I work with.
My experience as an insurance professional has taught me to hear conversations a little differently – not only gleaning the facts of every unique situation, but ensuring an intimate understanding of the emotional elements as well. This helps formulate effective solutions and guides an informed decision-making process. My expertise includes both corporate and personal insurance as well as estate planning.
When not at work, I stay plenty busy with family. My wife Michelle and I have 3 amazing little ones to share our lives with. Aside from taxiing them between swimming and skating lessons, we cherish time spent outside exploring the local conservation areas. There’s always lots on the go, but we love it. I enjoy mountain biking in all the great trails near our home and playing hockey with the guys in the winter.
Everything I do is guided by my personal mission statement which is to ‘consider others more significant than myself.’ Not always easy, but definitely rewarding.
Family Wealth Administrator
Cherryl has been active in client service, tracking investments and responding to client enquiries since joining in 2013. Her duties include processing client applications, transfers and market orders, and responding to enquiries. She tracks daily transactions and communicates information to the clients about client reviews.
A graduate of Sheridan College with Honors in Business Administration (Co-op), Cherryl completed her CSI Canadian Securities Course and is a Licensed Investment Representative. She has also completed her Insurance License.
Cherryl’s extensive community involvement centers around her role as a Girl Guide Leader since 2000, where she has been involved in a number of activities, including, Program implementation, Camp facilitator, fundraising, and she is the First Aider for the unit.
Cherryl lives in Milton with her Husband, Steven, a dog and a cat. She has a married Step-Daughter and a Step-Granddaughter, a son at University and daughter living in Windsor. When at home, Cherryl enjoys doing crafts and swimming in her pool.
Maria supports our team and brings insurance strategies to bring additional strategic ideas to help clients achieve goals for wealth preservation and generational wealth transfer. Her insurance focused duties at Access also includes policy administration and premium processing.
Maria has over ten years’ experience in the financial and insurance industry.
A university graduate with a Bachelor of Science, Industrial Engineering, Maria also has a Banking Specialization diploma, and she attained her LLQP Life Insurance License in 2008. Originally from South America, Maria is fully fluent in Spanish and is experienced in the specialized needs of newcomers to Canada.
Maria’s community service efforts include Christian Mission trips to Mexico, Bolivia and Colombia. Maria has lived in Mississauga for 14 years with her husband, Oscar, along with their two sons. She loves cheering on her kids during their soccer games. And in her free time she really enjoys hiking, mountain climbing, biking, camping and traveling.
Catherine de Almeida
Catherine is the first smiling face to greet you when you visit Access Private Wealth. She has a full range of general office administrative duties and is a personal assistant to Access Private Wealth co-owners Jennifer Black and Janet Baccarani.
A graduate of University of Toronto with a Bachelor of Science, Catherine has a keen eye for detail coupled with a thoughtful customer service focus. As a co-owner and operator of her own small marketing business, Catherine has acquired a number of business skills from bookkeeping to project management.
Catherine lives in Mississauga with her husband and two children. Previously having run an in home daycare while her children were young she is very familiar with fast paced high pressure environments.
Family Wealth Administrator
I enjoy meeting new people every day. I feel like everyone has a unique story and experiences to share, and I am always honored when they share them with me.
My career in the investment industry started at Investors Group 20 years ago as my first job out of University. I also spent some time at full-service brokerage firm TD Waterhouse prior to honing my passion as a special events and fundraising specialist at St. Joseph’s Healthcare and Hamilton Health Sciences Foundations. This was a very rewarding environment, which afforded me the opportunity to meet not only many incredible community leaders, but also the patients that benefitted from and were the source of inspiration for my work.
I have been back in the investment industry for over 7 years and am thrilled to be working at Access Private Wealth. I enjoy meeting our clients and prospects and thrive on creating an outstanding experience for every one of them. Access is a dealership that prides itself on being different. At Access Private Wealth we all share the passion to deliver an unparalleled client experience and I enjoy being a big part of that process.
Outside the office, I am a busy Mom of 4 children – 2 boys and 2 girls. My husband Will and I spend a lot of time at hockey, basketball, dancing and gymnastics. We love to travel and create exciting experiences for the kids that will hopefully last a lifetime.