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.
She is also a member of the National Council of Women Canada. In her spare time she enjoys cooking, golfing and travelling with her husband and daughter.
Contact Jenn at (403) 317-4356 or firstname.lastname@example.org to discuss portfolio management and financial planning strategies.