Jennifer Waterman, QAFP™
Over the past 30 years Jennifer has held a variety of positions in the financial services industry. She began her career with a leading trust company before an opportunity led her to work at the head office of several well-respected mutual fund dealers in the Ottawa area.
Not only has she had the good fortune of working in an array of environments, she has also held a variety of roles in her career- from customer service representative, to licensed assistant, to branch manager, as well as compliance officer and auditor. Time and again, it is working with the clients that has brought so much satisfaction in her various roles. Her passion for building lasting relationships with all of her clients are a testament to her dedication and a guarantee that her clients are valued and respected. Read More
In her role as Associate Advisor, Jennifer works with Ron to provide our clients with the highest level of client service that they have come to expect from our team. As a partner in your financial well-being, she takes the time to dig deep into the issues that matter most to you and your family.
Most recently, Ron and Jennifer have been awarded the IPC Best Client Experience Award and Team Wealth Builder Award for 2020.