Jennifer has over 20 years of experience in financial services and joined RBC Dominion Securities in 2022. She started her advising career at MD Management, where she specialized in financial planning for physicians and their family members. Since joining RBC Dominion Securities, Jennifer’s clientele now includes high net worth healthcare professionals, retirees and business owners, among others.
She is a licensed life insurance agent, a Certified Financial Planner (CFP), a Portfolio Manager (CIM), and holds the Trust and Estate Practitioner (TEP) designation. Jennifer graduated from Simon Fraser University with a Bachelor of Science degree, majoring in Molecular Biology and Biochemistry with a minor in Business.
Jennifer believes that every client’s portfolio must be supported by a financial plan. She works with her clients’ accountants and lawyers to ensure that every detail in the plan is fully established, monitored and implemented. She is fortunate to have long working relationships with families, some for over 20 years.
In her personal time, Jennifer enjoys traveling and spending time with her family.