Experience the value of advice


Jessie will help you prepare for your future. She is ready to work with you to build a solid financial foundation and protect what is important to you.

About Jessie

About Jessie


Jessie is a financial advisor with a background in customer service and technology. She is a CFP (Certified Financial Planner) candidate and has a B.Soc from the University of Ottawa. Jessie has strong ties in the community with many organisations, sports teams, and leagues.

Services


Insurance

Protect yourself and your family with personal life insurance, critical illness insurance, and disability insurance

Mortgages and Lines of Credit

Help buying your first home or upgrade to your dream home. Let's find a mortgage that fits your plan

Investing

Getting the most out your money with customised portfolios and the investment vehicles most appropriate for you

Estate Planning

Make your wishes clear, learn about talking to your family and protecting your estate

Tax Planning

Tax efficient investments, TFSAs (tax free), RRSP( tax deferred growth), and insurance

Retirement

Planning for the future based on your personal goals and dreams

Jessie in the community

Community Involvement!

OCUA

League Sponsor (and member) of the Ottawa Carleton Ultimate Association

GR Business Networking

Growing through referrals

CHEO BBQ

Coordinator for Ultimate frisbee at the 2017 Cheo BBQ

Contact Jessie to enquire about Team Sponsorships

Contact Jessie!

Get in Touch with Jessie!


Ready to start planning for your future?