CFP, EPCEstate Planning Specialist
Early on Jeny believed life insurance was just a product to provide your family with money when you died. With experience comes knowledge, and she now educates others on the strategic applications of insurance solutions within their overall financial and wealth plans. She assists clients uncover needs, and partners with them to build a solid plan for their future, retirement, and their family, that ensures they’ll be taken care of in unforeseen circumstances.
Jeny’s financial services career began at 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 to focus on identifying opportunities.
Having joined RBC in 2024, Jeny utilizes her Certified Financial Planner and Elder Planning Counselor designations to assist clients address their needs by showcasing the significance of a well-developed insurance plan.