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Managing your wealth for the moments that matter
Portfolio Manager & Financial Planner
“The key to being a great advisor is being a great listener,” says Jessica. Over the last 25 years, Jessica has cultivated this important skill while building her operational and analytical expertise. As an experienced portfolio manager and financial planner, and one of our team’s leaders, Jessica is known for her compassionate, decisive, and honest approach to wealth management.
Jessica’s process is deeply rooted in understanding the individual wealth needs of her clients and their families. Recognizing that every client has unique goals, timelines, family dynamics, and priorities, she takes the time to listen, understand, and then come up with a flexible plan that meets their long-term aspirations.
Having previously worked in senior management for various investment firms, and as an assistant branch manager for RBC Dominion Securities’ London branch, Jessica has a sophisticated, well-rounded knowledge of the many aspects of wealth management.
With a bachelor in sociology from Western University, Jessica has continued to enhance her education by completing the Personal Financial Planner (PFP) program and achieving the esteemed Chartered Investment Manager (CIM) designation.
When she’s not in the office, Jessica likes to stay active, whether that’s walking her two golden retrievers (Clarke and Oscar), going for a run, or getting involved in her local community. She is currently a board member for Children's Aid Society London and Middllesex.