Our Team

I started my career as an accountant for a small company.  I then started my own bookkeeping firm and prepared personal tax returns. For more information about these services please contact us.

Having a tax background along with knowledge about financial strategies is the best asset a financial advisor can offer a long-term, risk adverse and wealth oriented client.

I have experience great changes in the industry since 1993.  Helping families and seeking a long-term relationship is my focus.

My career started at Royal Trust as a Commercial Litigator 25 years ago. Working in customer service in different industries, customer care has always been my focus.

I started with Assante Financial Management Ltd. in 2011 as an administrative assistant.  Since then I have joined Jennifer's team as an Associate Financial Advisor.  We work together in order to support our clients with their long term goals and needs.