CFP, EPCAssociate Estate Planning Specialist
Jeny began her financial services career with one of Canada’s top 5 banks focused on helping clients with personal borrowing and retirement planning. She then joined a full-service brokerage, expanding her financial knowledge before moving to a large insurance company. Here she focused on identifying opportunities and the significance of a well-developed insurance plan.
At the start, Jeny believed insurance was only a product that paid your family when you died. Quickly she learned the strategic financial and wealth planning benefits associated with insurance solutions. Today, she helps clients uncover their needs, while building a solid plan for their future, their retirement and ensuring their families are taken care of in unforeseen circumstances.
In her free time, Jeny can be found running along the Yaletown seawall and spending quality time with family and friends. She loves to travel and uses it to her advantage in her search for the next great food spot.