Helena Jano
About Helena Jano
Helena Jano is a Branch Manager and Wealth and Insurance Specialist at The Gryphin Advantage Inc., with over two decades of experience in investment banking. She has held various roles in financial services, including positions at Sun Life Financial and Scotiabank, and specializes in estate planning and optimizing investment strategies for clients.
Current Role at Gryphin Advantage
Helena Jano serves as the Branch Manager and Wealth and Insurance Specialist at The Gryphin Advantage Inc. since 2018. In this role, she operates in Hamilton, Ancaster, and surrounding areas. Her responsibilities include overseeing branch operations and providing specialized wealth and insurance solutions to clients. She works closely with individuals and businesses to optimize their investment strategies.
Previous Experience in Financial Services
Helena Jano has extensive experience in the financial services sector, having worked in various roles across multiple institutions. She was a Sales Manager and Talent Acquisition specialist at Sun Life Financial from 2016 to 2018. Prior to that, she held several positions at Scotiabank, including Investment Specialist from 2014 to 2016, Manager from 2008 to 2016, and District Project Manager CVP from 2012 to 2013. Her career began at TD, where she worked as a Financial Advisor from 2004 to 2008.
Education and Qualifications
Helena Jano studied at Mohawk College, where she earned an Advanced Diploma in Business Administration. She also possesses a life license, which allows her to provide specialized insurance solutions to her clients. Her educational background supports her extensive experience in investment banking and financial advisory roles.
Expertise in Investment Strategies
With over two decades of experience in investment banking, Helena Jano focuses on estate planning and corporate business planning. She collaborates with clients to develop strategies that minimize tax implications while maximizing returns. Her expertise allows her to tailor investment solutions that align with her clients' financial goals.