DAVIS, Jennifer: B.Comm. (Hons)

Jennifer Davis has been in the financial service industry for 20 years. During her time in financial services she has worked as a product and marketing expert supporting top advisors to find the best solution for each unique situation. Jennifer has worked in a corporate environment as well as one-on-one with financial advisors and their clients to build plans customized to their financial goals.

Jennifer brings with her an extensive background in investments, insurance, business succession plus tax and estate planning. In addition, Jennifer is constantly expanding her knowledge and monitoring the ever-changing regulatory and legislative environment financial solutions must navigate. Along with building financial plans she has been speaking and educating advisors and clients on strategies to preserve wealth, transfer wealth and a variety of other tax and estate planning topics. Jennifer is highly knowledgeable in the financial service industry and the product solutions and strategies available to clients.

Extensive background in investments, insurance, business succession plus tax and estate planning.