Reviews and Testimonials

  • “Jen is great at working with business owners. She is extremely thorough in her process and goes above and beyond at answering questions when you’re considering your options. I highly recommend Jen to help you make decisions that make sense for you and your company.”

    Debra - CPA, Business Owner

  • “Jennifer provided some great advice. She offers a no-pressure approach to financial and personal planning and I felt at ease knowing she had my best interests at heart. Definitely Recommend!”

    Ishpreet - Lawyer, Business Owner

  • "Jen is saved as “Financial Goddess” in my phone. She helped break down all the financial pieces down for me, never rushing. Everything is thoroughly explained, and I know if I need her she will answer as soon as she can. She is an amazing person and financial advisor!"

    Megan - Nurse

  • “Jen is extremely knowledgeable with insurance and investing. She absolutely goes above and beyond in making sure that you've been taken care of. Jen is the perfect person for this role because of her personal experience and her curiosity that drives her to find what's best for you. She walked me through multiple scenarios and matched me with the best products for my situation and helped me understand what they were for. I wouldn't hesitate to recommend her to anyone!”

    Nick - Internet Advertising, Business Owner

  • “Jen has been a brilliant financial planner and helped my wife and I with our insurance needs, and structuring our finances. She is always helpful and there to answer any questions as needed as well as being up front and honest, and providing tailored solutions. She genuinely cares about her clients and takes the time to get to know your needs! Would highly recommend.”

    Giles - Mortgage Broker

  • "Jen did a financial review for me and she totally exceeded my expectations with the care and attention, knowledge, detail and advice that she provided. The information provided really helped me understand where I am financially and the important changes I can make for my future. Thank-you Jen!"

    Donna - Holistic Nutritionist, Business Owner