COO and Director, Financial Planning
Office: (604) 877-0977
Email Jenny
Jenny’s Story
Jenny has more than twenty years of experience in the financial services industry and holds the Chartered Investment Manager and Certified Financial Planner designations.
As our COO and Director of Financial Planning, Jenny is responsible for managing our daily operations, and works with our team to ensure our clients receive an exceptional financial planning experience.
She is involved in our strategic planning, manages our ongoing training, and ensures our team stays up-to-date on current trends and legislation. Jenny also enjoys keeping in touch with clients and helping to increase their financial confidence and literacy.
When she’s not working, you will often find Jenny running the trails around Port Moody, BC, where she lives with her husband and daughter.
