“Jennie was recommended to us because simply put, we didn’t have a robust financial plan nor did we have the experience or time to develop and maintain one. We own a small business which is in the early stages of selling and we wanted to come up with an exit strategy that didn’t hurt us tax-wise. In addition, my wife is self-employed, I have a second full-time job, we dabble in real-estate investments, and we have a young and growing family… so life is busy and complicated! Isn’t it always? Jennie provided clarity, great options, and helped us make sound choices. She was not afraid to consult the right people when she didn’t have the answers. She also meticulously mitigated our risk by arranging insurance, which became difficult due to the deemed risky nature of my career. But Jennie was unfazed and found a policy that worked for us at a reasonable cost.
She took things a step further by implementing our staff’s benefits program too. And when staff had questions (no matter how small their investment), she and her colleague were quick to answer. This service has become incredibly beneficial to our corporate culture and has helped retain staff for the long term. Jennie’s the hardest working financial planner I’ve dealt with. Her communications are good, she looks out for her clients’ best interests, and above all, she’s honest and great at her job.”

Daniel Cowan