As Regional Manager, Western Region, Jenny supports over 150 Investment Retirement Planners across B.C. by building investment capabilities and providing knowledge to help their clients reach their financial goals.
Driven by a keen desire to understand clients’ needs and individual stories, Jenny cultivated a career spanning over a decade in the financial industry. Across diverse roles, she has honed her expertise in retirement planning, customer service and investment advice, motivated to improve financial literacy for others.
Jenny holds a Bachelor of Science (BSc) degree in Biology with a minor in English Language from the University of British Columbia. She also holds both Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations.
Outside of work, Jenny enjoys family time with her husband and two daughters. Active in her community, she is involved with organizations that support diversity & inclusion initiatives and is a member of Ascend Canada.