Hello

Jennifer is passionate about working with entrepreneurs and family businesses, she focuses on evaluating, modelling and structuring plans that optimize her client’s objectives.   With a background in tax and estate planning, she is fascinated with the challenges and dynamics of owner-managed and family businesses and finds joy in curating the “right” solution for her clients.  With a natural curiously and openness to learn, Jennifer enjoys meeting new people and learning about what’s important in their lives and what legacy they want to create.  A self-confessed puzzle solver, Jennifer leverages on her technical knowledge and apply active listening to decode her clients’ needs and wants.  What sets her apart is her ability to engage in conversations and her warm, caring approach to planning; truly believing that family harmony is preserved with proper communication and working together. 

 

Jennifer is a Certified Public Accountant (“CPA, CA”), Tax and Estate Practitioner (“TEP”) and a Certified Financial Planner (“CFP”).  Jennifer has 22 years of experience in financial services, having worked at multiple investment, wealth management, and insurance companies as well as in public practice.  Her experiences include heading up a national tax advisory team and family business transition advisory team for a big 4 Canadian bank. She has been featured in several national media publications and has brought remarkable value to advisors and their clients. Having learned from the best, she is eager to help clients with bespoke plans.

 

When she’s not working, Jennifer enjoys sailing, working out, and dancing. She says she is open to trying anything fun and adventurous including offshore sail races.   Jennifer is a supporter of the Canadian Women Foundation, Sunnybrook Foundation and Ronald McDonald House.