CFP®, TEP
Planificatrice principale Gestion de patrimoine, Planification de patrimoine avancée
Jennifer is based in Toronto, ON and is a Senior Wealth Planner with over 20 years of experience delivering holistic wealth guidance for affluent Canadians. Jennifer has a passion for educating clients so that they are empowered to make good financial decisions, and she has a particular affinity for estate planning.
Most recently, Jennifer was a Wealth Strategist for several years at one of Canada’s big banks, providing financial planning advice for clients of the brokerage, private investment counsel, private banking, and corporate/commercial divisions. In prior roles she has been a private banker and financial consultant working primarily with medical doctors and their families.
Jennifer graduated from Carleton University with a Bachelor of Arts in Linguistics and has obtained her CFPMD and TEP designations.
In her spare time, Jennifer enjoys travel, taking in live music, knitting and walking Toronto’s waterfront and ravines.