Meet Jenn

Certified Financial Planner and Abundance Specialist

It all started when…

My passion for financial literacy is fueled by my desire to create an environment where learning about money is fun, approachable, and free from shame. Financial Fundamentals blossomed from my frustrations with the financial industry where adequate information and support proved challenging to find.

I desired a simple financial roadmap to support my goals so I could focus on the things that brought me joy. My journey taught me that building wealth efficiently is rooted more in understanding than in income. Knowing how to keep more of what we are earning and implementing simple systems is our key to success and I can show you how abundance is attainable for you too.

Fun Facts About Me

Fact 1: I am a Certified Financial Planner with my Bachelors Degree in Psychology.

Fact 2: My most cherished role is being a Mom to two awesome kiddos.

Fact 3: I've been a money nerd my whole life. While my friends were playing barbies, I was creating a make-believe bank!

Fact 4: When I paid off my mortgage, I found out there is no parade or confetti when the last payment is made.

Fact 5: Making money fun is my superpower.

Fact 6: I co-facilitated a research project with Ivey Business School to better understand the emotional experience of consumer debt.

Fact 7: Volunteering fills my heart.

Fact 8: Travelling brings me immense joy. Italy is my favourite (so far).

What can I expect from Financial Fundamentals?

  • Clarity

    We simplify the complexities of the financial industry by creating personalized plans to support your future needs and goals while prioritizing an enjoyable journey along the way.

  • Integration

    Creating a stable financial foundation through the integration of your financial pieces such as taxes, insurance, mortgages, investments, debt, banking and cash flow.

  • Education

    Financial education and understanding empower informed choices which foster better results in creating and protecting our financial legacy.

  • Partnership

    We are your partner in success. A strategy is meaningless if we don't know how to execute it. We offer ongoing support to walk beside you on your financial journey.

Ready to Work Together?

Let's connect to start bridging the gap from where you are to where you want to be.