Jennifer brings over two decades of experience in financial services, joining RBC Dominion Securities in 2022. She started her advising career at MD Management, where she specialized in wealth management services tailored to physicians and their families. Since joining RBC Dominion Securities, Jennifer has expanded her client base to include high-net-worth healthcare professionals, retirees, and business owners.
In addition to being a Certified Financial Planner (CFP), Jennifer is also a Portfolio Manager (CIM), a licensed insurance agent, and holds the Trust and Estate Practitioner (TEP) designation. She graduated from the Simon Fraser University with a Bachelor of Science degree, majoring in Molecular Biology and Biochemistry with a minor in Business.
Jennifer believes in supporting every client’s portfolio with a comprehensive plan and collaborates closely with her clients’ accountants and lawyers to ensure meticulous attention to every detail in the plan, which she has successfully implemented for her long-standing relationships, some spanning over 20 years.
Outside the world of finance, Jennifer enjoys traveling and spending quality time with her family.
