Jennifer coordinates the wealth management consultations with clients and partners, overseeing the delegation and execution of tasks along the process. She manages estate and trust accounts assisting clients in understanding their roles as Power of Attorney, Executor and Trustee. Jennifer also handles complex client inquiries and assists the team in managing client relationships.
Over her 18 years with RBC, Jennifer has received multiple quarterly awards for her teamwork and dedication to client service. Clients continuously comment on Jennifer’s depth of knowledge and effectiveness in helping them resolve any questions they may have, while ensuring client requests are communicated and executed in a timely manner. Jennifer’s experience is an asset as she is able to provide oversight to the day-to-day operation of the team.
Jennifer graduated from Université de Moncton with a Business degree in Operation and Production Management. She holds her Canadian Securities Course and Wealth Management Essentials.
Married with two young children, Jennifer enjoys spending family time at the lake in the summer and movie nights with the kids on the weekend.