Jennifer serves as a seasoned Portfolio Manager, offering a diverse range of investment management solutions and wealth planning services tailored to high-net-worth individuals, healthcare professionals, and their families.


With a focus on delivering unparalleled peace of mind in an ever-changing market, Jennifer offers a comprehensive suite of wealth management services anchored with proactive investment strategies and all-inclusive financial planning.

Drawing upon nearly 25 years of experience in the financial realm, Jennifer brings exceptional expertise, particularly in serving the unique needs of healthcare professionals and their families. While Jennifer ensures every client’s portfolio is carefully crafted and supported by a meticulously designed financial strategy, she collaborates closely with her clients’ accountants and lawyers to ensure their portfolios are managed cohesively with any tax or estate plans in mind.

Above all, Jennifer is committed to transforming her clients’ financial aspirations into reality, providing them with the clarity, confidence, and peach of mind they need to protect, optimize, and amplify their wealth journey.

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Recent Insights

Can Europe meet the moment?

Feb 13, 2026 | Frédérique Carrier

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

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Trump Warshes his hands of Powell

Feb 06, 2026 | Thomas Garretson, CFA

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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Crosscurrents buffet U.S. dollar and Treasury market

Jan 29, 2026 | Atul Bhatia, CFA

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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The “Great Narrowing”: S&P 500 concentration

Jan 23, 2026 | Tyler Frawley, CFA

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

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