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

Setting the stage for a sustainable Chinese equity rally

Jan 16, 2026 | Jasmine Duan

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

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U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026 | Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Early 2026 tax tips

Early 2026 tax tips

Jan 07, 2026 | RBC Family Office Services

When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...

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Building on a narrow base

Jan 06, 2026 | Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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