Jennifer has been an integral part of Legacy Wealth Management since November 2011. She enjoys setting and upholding a high standard of excellence in customer service. In her role, she finds it rewarding to overcome challenges and provide solutions to client inquiries, no matter how complex or how new the concept. Taking pride in her work, Jennifer focuses on the accuracy of data and trade processing as well as in deciphering proper procedure. Often, she will be the first person to greet you over the phone or in person at the Legacy office. Jennifer enjoys meeting everyone and in building warm client relationships. She is computer savvy and has taken on the role of Client Events coordination. Jennifer believes that having a great framework of team supports makes her role all that more fulfilling. Jennifer successfully completed her Canadian Securities as well as Conduct and Practices Handbook courses in 2015. She continually strives to enhance her administrative expertise with systems, technology, new courses and learning concepts. She is currently sitting as an active member of IPC’s Operating Advisory Council whose mandate is to improve operational processes for the network advisory field. Jennifer and her family are pleased to call Calgary home. She enjoys spending as much time as possible with her son as well as with family and friends. Jennifer enjoys travel and is especially fond of trying new and delicious foods. She describes herself as a hopeless foodie.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.