Work With Me

Creating a roadmap to financial abundance through personalized service, integration, simple actionable steps and support.

Let's Create a Roadmap

If you're like most Canadians, you were never taught how to manage money and getting your finances in order can be a challenge. We feel like we are "doing the right things" but we're embarrassed to admit we aren't sure how our financial pieces fit together. We crave clarity and guidance because we don't know what we don't know. This is where I come in! Together we will build a personalized roadmap to the future you desire.

What can a financial plan do for me?

  • Am I optimizing my before and after tax income?

    Are there tax savings available to me?

  • Do I know where I will draw income from if I become sick or disabled and unable to work?

    How will my loved ones pay bills if I pass away unexpectedly?

  • Am I creating a life I love with the financial plan to support it?

    How do I know when will I be able to retire confidently?

  • Am I managing my finances as well as I could be?

    Am I comfortable with my level of debt and is it structured tax efficiently?

  • Am I confident in my investments?

    Do I know when to choose an RRSP, a TFSA or neither?

    Are there other investments available I haven't utilized?

  • Are my financial choices guided by my goals and values?

    Am I clear in what needs to be done to achieve my goals?

FAQs

  • Our first 20-minute conversation is my treat, no cost to you.

  • Costs vary based on complexity and the needs of each individual client. Once we have our first consult, we will be able to provide more detailed pricing options.

  • There are many services available which do not require a minimum amount of investments to get started.

Kind Words

  • “I have had the pleasure of working with Jennifer for the last five years in pursuit of healthy, sustainable financial planning. I initially hired Jennifer to assist with financial management to better understand my budget/cash flow. Reviewing my investment plans and insurance with her allowed me to pursue opportunities for increased growth to things like my RRSP’s, TFSA’s, and savings for my children. My financial confidence is continually growing with Jennifer as my financial guide.”

    - CL

  • “I benefited from Jenn’s services during a divorce when the multitude of financial challenges would have otherwise been overwhelming. She was able to advise on new budgets, tax planning, and identify advantages and disadvantages of financial strategies available to me so I could make educated choices. She was able to translate financially technical information into simple to understand language so that I could fully understand the risk/benefits of each choice available to me. “

    - SB

  • “I have been a client of Jenn's for the better part of a decade, over the years I have enlisted her services for a few different aspects of my personal financial health. Initially we started working together to resolve some personal consumer debt issues, which then progressed to evaluating my current investment strategy and RRSP plan. With her help we restructured some investments to be more secure and profitable and have made a more robust retirement strategy.”

    - PD

  • “With Jenn as my personal insurance advisor, I now have more comprehensive life and critical illness insurance which has given me tremendous peace of mind. I have also commissioned her help with various tax questions and have found her scope of knowledge both extremely helpful and informative. It was especially useful when dealing with the logistics and financials of my separation and how that could be executed in the most efficient way possible.”

    - JM

Ready to Work Together?

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