Jessica Russell, BA, CFP
Associate Wealth Advisor & Financial Planner
Jessica is an integral member of The Hillyard Stephen Group and plays an essential role in the ongoing support of both our clients and our portfolio managers.
She is responsible for assisting the Portfolio Managers with ongoing securities trading and for coordinating the delivery and execution of client financial plans. Jessica excels in her role and acts as a critical liaison between our clients and all of the advisors/planners in the office.
Ms. Russell has a long history in the investment and wealth management business including a number of client and advisor support roles at RBC Dominion Securities. Previous to her time at RBC, she worked at a well known national Exempt Market Dealer (EMD) where she was tasked with managing clients and raising investment capital for the firm.
A perpetual learner, Jessica has completed her Certified Financial Planner designation through FP Canada. She has an undergraduate degree in English Language and Literature from the University of Victoria and has completed a number of other investment management courses throughout her time in the wealth management business.
Anyone who has dealt with Jessica understands that she is diligent, pragmatic, and results driven. She is also extremely friendly, loves to laugh, and enjoys getting to know the personal details of each of our clients.