Jenn Marsh, BA, B.Mgmt., CIM, FCSI

Vice-President & Portfolio Manager

403-317-4356 | Email me
403-317-4333 | LinkedIn

A passionate, driven professional, Jenn started her career in banking and finance because of her love for getting to know people and defining what is important to them. She has the skill set, is very client-service-orientated, and is dedicated to delivering expert wealth management advice and knowledge to clients. Her team of financial and management experts help to ensure that you continue to build and protect your wealth.

Since joining the financial services industry in 1998, Jenn has discovered that she enjoys not only working with clients, but also educating them on how to be comfortable with their financial plans. This includes understanding the many issues that are important to farmers and business owners. Concerning the management of their personal and business assets – everything from minimizing taxes and reducing risk to maximizing retirement benefits and carrying out a successful exit strategy. Jenn also understands the needs of women and the importance of teaching them to overcome their obstacles and capitalize on female strengths. Her goal is to assist women in feeling good about their finances. While in the industry, she also witnessed how emotions can affect the investment process, and how important it is to have an advisor that not only listens, but also understands your needs.

Jenn's clients benefit from her ongoing professional development and truly comprehensive expertise in wealth management and financial planning. By meeting stringent accreditation, Jenn has become a licensed Portfolio Manager, one of the most highly esteemed designations available in the investment industry. This allows her to deliver the highest level of discretionary investment management advice to clients with sophisticated financial needs. Her results-driven planning, high standards, ethics and integrity has led to her appointment as Vice President in 2015. Jenn has also completed the:

  • Professional Financial Planning course through the Canadian Securities Institute
  • Chartered Investment Manager (CIM) designation
  • Certified Professional Consultant on Aging (CPCA) designation

In 2017 Jenn earned the highest level of certification granted by the Canadian Securities Institute, the prestigious Fellow of CSI (FCSI). The FCSI is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

Jenn also has completed the requirements to become a life-licensed agent, which qualifies her to advise clients on tax-deferral, risk management, and complex estate-planning strategies through the use of life insurance

Jenn comes from a farming background and enjoys helping clients in the agricultural industry reach their long-term goals. She is a current member of the Canadian Association of Farm Advisors and received the Certified Agricultural Farm Advisor certification in July 2017.

In her spare time she enjoys cooking, golfing and travelling with her husband and daughter.

Contact Jenn at (403) 382-3820 or to discuss portfolio management and financial planning strategies.

Nicola Bergin, BA (Hons), CIM

Associate Wealth & Investment Advisor

403-382-3820 | Email me

Nicola has worked in the investment industry since 1996, and is respected as a highly experienced Associate Advisor. Within our team, Nicola provides access to a comprehensive range of services and is the main point of contact for our clients. She will ensure you receive timely and helpful information related to your accounts. Nicola also provides support for portfolio management activities, and is instrumental in the completion of portfolio analysis, trading, rebalancing and investment policy implementation. She is dedicated to ensuring we provide an exceptional level of service to all of our clients and other professionals.

Nicola received her Bachelor of Arts degree with honours in 2000 and has attained her Chartered Investment Manager designation. In her spare time she is an avid singer and musician, an adventurous foodie, and loves to spend time with her husband and teenage son.

Mineko Sekiya

Associate Wealth Advisor

403-382-3713 | Email me

Born and raised in Tokyo, Japan, Mineko graduated from Nihonbashi Jogakkan College, where she studied Bilingual Business Administration. She is responsible for the overall coordination and administration of Wealth Management services, including Financial Planning, Wills & Estate and Insurance. When she is not at work, Mineko enjoys hot yoga and cooking.

“As a Portfolio Manager, it is my responsibility to set expectations for how the client relationship will progress, including how the accounts will be managed, what fees will be charged and what safeguards are in place to manage risk. Developing long term relationships with my clients is a true reward of our business.”

– Jenn Marsh, Vice President & Portfolio Manager