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Your Financial Security is Important to You
Some could say that money is the most important tool in your life. It provides shelter, food, advanced education, the ability to travel and be entertained. Mastering your money can provide you with less stress, more options, and freedom to make lifestyle choices. Understanding all areas of personal finance that apply to you is the key to achieving mastery. Professional advice is crucial in helping you further your understanding. Let’s work together.
per cent of Canadian respondents feel anxious about money decisions
per cent of Canadian respondents feel stressed about money daily
per cent of Canadian respondents don't know how much they'll need to retire
Survey was conducted by Innovative Research Group between August 31 and September 7, 2023, with an online sample of 5,670 Canadian citizens ages 18 years or older.
Services
Improving Your Finances
Insurance Planning
life, disability & critical illness protection for you, your family, and your business
Cashflow Management
taking control of your spending and debt is empowering, and anyone can benefit
Investments
helping you build wealth and reach short- or long-term financial goals (RSP’s, TFSA’s, etc)
Group Benefits Planning
providing any size business team cost-effective, innovative and flexible employee benefits solutions
Tax & Estate Planning
planning transfers of wealth to ease and minimize tax burdens for your family or business now or in the future
Retirement Planning
Beyond your investment plan, envisioning your retirement lifestyle, and your action plan to achieve that
About Jenn
Experience You Can Trust
A trusted independent advisor since 2006…
While I was in the financial services industry since 2000, it wasn’t until 2006 that I decided to take the leap necessary to become a trusted advisor, and start helping people achieve their financial dreams.
My job is simple: help my clients better understand their money, the finances of the world, how it affects their lives specifically, AND their plans for the future.
Since 2006, I’ve been able to put together a simple and effective process of goal-based planning. It’s difficult to know how to get to your destination if you don’t know where that is, right?
To achieve a complete financial overview, I put my client’s unique interests centre stage to create a plan that not only charts a course to their goals, but addresses and protects against risks so they can achieve them.
Being self-employed, I work for you...
I find myself working with a lot of fellow entrepreneurs & small business owners to develop and implement plans to achieve whatever financial goal they have — no goal is too big or too small.
Not an entrepreneur? Not to worry… I love helping anyone who is interested in taking control of their personal finances, and would invite you into my client family in an instant!
Sure, I’m all about helping you to gain peace of mind and understanding so that you’re confident and informed in making some of the biggest and most important decisions of your and your family’s lives.
Community-minded...
My dedication to helping others extends even beyond my client family, and through volunteering with community organizations such as, most recently Gillian’s Place, and formerly not-for-profits such as OUTniagara, St. Catharines Downtown Association, Essential Collective Theatre, and more, I’m able to help strengthen my community of Niagara.
Some of the technical stuff...
I am a licensed independent insurance agent, and am regulated by the Financial Services Regulatory Authority of Ontario. As an independent agent, I’m able to advise my clients within my fiduciary duty only options that are in my client’s best interest. I’m compensated in two different ways: fee-for-service planning and consulting, or by commission from an insurance company that insurance and/or investments are placed with on behalf of my client. No company offers incentives over another, and I’m contracted with several of the top companies in Canada. Any fees associated with my recommendations are disclosed in writing as part of the Financial Protection Plan presented.
Why Choose Jenn?
From The Blog
For the Love of Learning
Plan to Plan
Planning for Success... We're well into the last quarter of 2014 and if you own a business there's...