Insightful Wealth Group

Jennifer ‘M’ is licensed and experienced in all aspects of account transactions and trade processing.  Eighteen years of direct industry experience provides her with solid knowledge and the ability to serve our clients well.

She has successfully completed the Conduct and Practices Handbook Course and numerous continuing education courses.  Jennifer’s skills make her a pivotal member of the LaLiberté Investment Team.

Jennifer has two wonderful children who keep her very busy.  She also enjoys spending time with family and friends.  A couple of Jennifer’s goals are to complete the Grouse Grind and eventually travel to Europe one day.

Some of the key functions Jennifer can help you with are:

• All general account enquiries including taxation, retirement issues, etc.
• Trade instructions, trade processing, cheque deposits, fund transfers & wires
• Account transfers from other institutions, account consolidations, new accounts
• RRSPs, RESPs, TFSAs, Home Buyers Plan, and Life Long Learning Program
• Frequent purchase plan set-up, change, and other systematic plans
• Questions regarding Vintage, Summit, & other separately managed accounts