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For our team, nothing is more rewarding than seeing our clients succeed. Whether we’re connecting with you at the office or around your kitchen table, we’re here to help you navigate toward your goals – and celebrate alongside you when you achieve them.
Senior Portfolio Manager & Wealth Advisor
Passionate about helping others thrive, Jenn brings nearly two decades of experience to The Aubertin Group. As senior portfolio manager and wealth advisor, she leads our practice with integrity and compassion, working with families and designing roadmaps to address each one’s life transitions, both planned and unplanned. Jenn takes pride in the relationships she has built with clients over the years, and expertly leverages her Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations to serve every client’s wealth in its entirety.
All about Jenn:
What is your dream trip? To ski some epic mountains with my husband, Kevin, and my kids, Charlie and Chelsea.
Do you have any pets? We have a goldendoodle named Lexi – she was our pandemic addition.
What did you study in school, and why? I graduated from Carleton University with a Bachelor of Arts in psychology. I’ve always been interested in the reasons behind why people make the decisions they do, so it was a great fit.
What’s your least favourite task? Early morning workouts. I love the feeling, but I’m not a fan of the time.
Where are you most likely to be on a Saturday afternoon? At the rink with my daughter, Chelsea – she’s an extremely talented ringette player.
How do you spend your free time? I love to cycle, try out new recipes, and get lost in a good audiobook. I also serve as president of the Ringette Association of Burlington, and I sit on the board for the Darling Home for Kids, a home for medically complex children.
Associate
With over 20 years of industry experience, Tammy is a core part of The Aubertin Group. As an expert in all things administrative, she supports our team through day-to-day tasks, such as opening accounts, tax documentation, and reporting. Tammy prides herself on consistently providing our clients with an exceptional level of service, working tirelessly to ensure their every need is met.
All about Tammy:
Do you have any pets? Sure do! Three, in fact – we have a Yorkie we’ve named Maximilian Waffles, a Teddy Bear mix named Nomi Mochi, and a yellow lovebird named Melly. Dinah, my daughter, is still trying to convince me we need another bird, and I’m still trying to convince John (my husband) that my dog needs a dog.
Where are you most likely to be on a Saturday afternoon? Hiking. Max refuses city walking; he prefers the rugged obstacles on a trail.
What’s a fun fact about you? I like to get the weekend started off right by getting up at 5 AM. Just me, the dogs, and a green tea to enjoy the peaceful mornings.
How do I spend my free time? Gardening.
Associate Advisor
The newest member of The Aubertin Group, Cat brings a unique and well-rounded perspective to our team. She has previously held roles in financial planning and insurance, in addition to running her own successful interior design business. This varied experience allows her to expertly assist our clients with clear, straightforward advice and help them gain control over their finances.
All about Cat:
Where are you most likely to be on a Saturday afternoon? Out for a hike or exploring Ontario on my motorcycle.
What is your latest challenge? Learning to mountain bike.
Do you have any pets? I rescued a cat named Penelope!
What trips are on your bucket list? My bucket list is long, but Scotland and California are the next big adventures.
Allow your passion to become your purpose, and one day it will become your profession. – Gabrielle Bernstein, best-selling author
– Gabrielle Bernstein, best-selling author
