Janine Guenther, CFA, CMT, CFP®

Doer
DISC Type : sd

Portfolio Manager and Senior Family Wealth Advisor at Bellwether Family Wealth

West Vancouver, British Columbia, Canada

Overview

Janine has no verified overview

Personality Overview

Risk-Accepting

Deliberate Doer

Long-term Focused

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Janine has no verified topics they care about

Media Appearances

Janine has no verified media appearances

Work History

2-2024
Portfolio Manager and Senior Family Wealth Advisor at Bellwether Family Wealth
1-2021 - 1-2024
President at Dixon Mitchell Investment Counsel
11-2019 - 1-2021
Vice President, Private Client Services at Dixon Mitchell Investment Counsel
11-2013 - 11-2019
Portfolio Manager and Investment Advisor at CIBC Wood Gundy
1-2011 - 1-2013
Vice President and Managing Director at BMO Harris Private Banking

Education

1985 - 1989
Bachelor of Commerce (B.Com.) from University of Manitoba

More Information

Social Presence :

Prographics :

Exp : 19 Location : West Vancouver, British Columbia, Canada Job Level : Middle Designation : Portfolio Manager and Senior Family Wealth Advisor at Bellwether Family Wealth

Interested in

Sports

Figure Skating, Running

Health & Outdoor

Half marathons, Marathon running, 10K races

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Insights For Selling To Janine

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Let them know of potential risks but suggest mitigation methods alongside
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Janine is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Janine

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Janine move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Janine take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Janine

Personality Compatibility


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