Meet Geraldine

Geraldine Cañete

Client Services

I’m your dependable Client Service expert here at JBS Financial who’s responsible for ensuring that your Discussion Documents are always up to date and that all your concerns are communicated with the advisers so they can be addressed as soon as possible. As your partner in your financial journey, I’m here to make sure that you can enjoy the experience as you achieve your financial goals – whatever they may be.

When faced with challenges, I tell myself that “I just haven’t figured this out…yet.” I live by this optimistic principle and use this to empower our clients at JBS Financial as we use their financial goals to make a real difference in their lives.

I have always been a hard worker; I put myself through college while working two jobs. That’s why I find real joy in seeing people succeed. This is also why I am passionate about giving everyone the support they deserve as they work towards their dream – just like my Mum did for me throughout my education and career.

Growing up, I absolutely loved reading books. It’s the story characters that I grew up with that have shaped me into the person that I am today: I can be a reliable teammate who can support my colleagues, a self-reliant and resourceful finance professional who never stops learning, but most importantly, a trustworthy partner who will always go above and beyond to support you with your financial goals.