Jill has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. She draws on the breadth of expertise that she has developed over her ten years in the financial services industry. Her area of expertise includes investment and retirement planning, estate planning and insurance needs analysis.
Jill started her career in the insurance industry, and then moved to Scotia Wealth Management where she worked as an Investment Associate for ScotiaMcLeod and most recently a Consultant for Waterstreet Family Offices.
Jill holds the Certified Financial Planner designation from the Financial Planning Standards Council, a life insurance license through the FSCO, and the Canadian Securities Course through the Canadian Securities Institute.