CFP, CIM, CLU, CHS, BA (Hons)
Financial Planner, Toronto
Bringing over 10 years of diversified financial experience, Jessica joined our Advisory Team in September of 2015. Specializing in estate and corporate risk management, she applies her insurance expertise to provide sophisticated tax and estate planning services to affluent individuals, professionals, and their families.
A graduate of the University of Western Ontario, Jessica is currently a member of the CALU Membership Committee, and is also active in the Toronto community sitting on the Board of the Young Professionals of Leacock, part of The Leacock foundation, which provides extended learning opportunities for Toronto and South African youth in need, through literacy and other academic initiatives.
Outside of the office, Jessica enjoys CrossFit, golf and travel.
Question & Answers
Favourite Sport to play?
I'm an avid crossfitter but also enjoy golf during the warmer months.
The Royal Tenenbaums or anything directed by Wes Anderson.
If you could travel anywhere in the world, where would it be?
The next destinations are Iceland, New Zealand, and hiking up Mount Kilimanjaro.
What is your favourite Canadian city other than Vancouver?
My hometown of Toronto.