Work With Me to Improve Your Financial Security
Cashflow Management
Investments
Tax & Estate Planning
Retirement Planning
Group Benefits Planning
Insurance Planning
Protecting those things most important to us is a necessity today for most Canadians, regardless of income, occupation, or marital status.
Protect your loved ones and your financial progress with a life, disability & critical illness insurance plan that makes sense for you, your family, and your business.
Cashflow Management
Start your financial journey with cashflow management and conscious spending, identifying your current relationship with money, and setting some short and long-term financial goals… and blossom into a greater financial stability for you, and your family.
Investments
Every penny counts, and together I help you build wealth and reach short- or long-term financial goals, using tax-strategic managed investment funds that you understand and can not only help you grow your money but also protect you in market downturns (ask me how!).
Tax & Estate Planning
Whether you’re looking to reduce taxes now, manage taxes in self-employment, or plan for a tax-efficient retirement, steps can be taken for individuals or business owners to plan appropriately so that more of your money is kept in your pocket.
Combine that with planning for inter-generational wealth transfer to ease the duties of an estate executor, minimize tax burdens to your loved ones, and ensure that your wishes are fulfilled.
Retirement Planning
Envisioning what your retirement lifestyle will be, the wealth you’ll need to fulfill it, and your action plan to achieve it can be daunting, but you’re not in it alone. Together we’ll make sure you’re able to retire the way YOU want, employ innovative solutions, and make adjustments if needed so that you achieve your goals.
Group Benefits Planning
Solutions for Small Business Owners
Reward and Retain Your Employees
It can be challenging as a small business to keep operating costs low and still be competitive in this employment market.
Learn how you can control costs while offering flexible group benefits to your employee team, and work with me to put together a plan that fits your needs.
What to Expect When Working with Jenn
Working with a holistic financial professional like myself is a bit like dating. We get to know each other and see if we’re a fit together work together first.
If so, I’ll ask a whole bunch of questions to get to know more about you, your family, history and challenges with money, and what you want to accomplish on this journey.
Working together, we’ll hone your short- and long-term financial goals, and create a plan of action to get you there through the implementation of simple and out-of-the-box planning strategies that will get you on your way.
It’s all about informed decision-making.
Everyone’s journey with money is different. My job, in part, is to provide you the information you need to make decisions that you feel good about, and can see the benefit or progress they’ll provide in getting you closer to your financial goals.
I’m here to answer questions, provide you with information and recommendations to help you better understand what you’re doing with your money today, and in the future. To make it easy for you, I’m also here to implement insurance and investment solutions to fill your planning gaps, providing you a “one-stop shop” for your non-banking, personal financial needs.