Insightful Wealth Group

Jennifer ‘Y’ is one of our administrative experts.  She has nineteen years of financial industry experience including the Vancouver Stock Exchange, in the Investor Relations department of a publicly traded company, and as a Licensed Sales Assistant.  She has successfully completed the Professional Financial Planning Course, Conduct and Practices Handbook Course, and the Life Licence Qualification Program.

Jennifer and her husband share in the joys of raising their daughter.  Jennifer grew up in Ontario, and travels there often to visit family and friends.  She also enjoys reading, traveling, and swimming, and is a Spark leader with the Girl Guides and a soccer mom.

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

• Scheduling appointments with Christine and Linda
• Directing your phone calls and enquiries
• Wealthtracker set-up, access, and all related enquiries
• Changes to your personal information (address, ph #, etc.)