Director, Financial Planning
Office: (604) 877-0977
Jenny has more than fifteen years of experience in the financial services industry and holds the Chartered Investment Manager and Certified Financial Planner designations. As our Director of Financial Planning, Jenny works with our team to ensure our clients receive an exceptional financial planning experience. She acts as our technical lead, manages our ongoing training and ensures our team stays up-to-date on current trends and legislation. Jenny 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.