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Jennifer has been working in the financial services industry for over 15 years and has vast expertise as a Private Wealth Manager, Portfolio Manager and Family Enterprise Advisor. She uses her knowledge and experience to help affluent individuals, families, and business owners achieve their financial goals and enjoy peace of mind.
As a Private Wealth Manager, Jennifer takes an in-depth approach to understand your unique situation and provides solutions to optimize how your financial affairs are structured with specific emphasis on tax minimization, wills, estate and investment management.
As a Family Enterprise Advisor Jennifer helps your family with family dynamics, governance, and facilitation to support all generations through successful wealth stewardship.