President, Insurance Advisor
Doyenne Insurance and Estate Planning Ltd.
Favourite destinationsWhistler, Hawaii, New York
Currently readingBel Canto, The Halifax Connection, On Growth and Form, A Promised Land
Strongest personality traitWillingness to share.
Favourite activitiesSkiing, skating, golf, biking, snooker, and eventually getting to go see live shows again at Manitoba Opera.
With 20 years of experience in investing, Jen has now married it with planning and insurance components in a way that is digestible for anyone. Jen is able to focus on clients' plans and overall organization of their wealth which she has seen to be so much more helpful, especially now.
Why did you decide to go into your profession?
I felt it was a natural extension after helping professionals with their investments for almost 20 years.
Tell us about your work.
I am able to take 20 years' experience in investing and marry it now with planning and insurance components in a way that digestible for anyone. I am able to focus on clients' plans and overall organization of their wealth which I have seen to be so much more helpful, especially now.
How did you come to join your organization?
I created the company.
Who has been the biggest influence on your career?
My business owner clients! We grew together and challenged each other to be better.
Name one skill you think every good professional should have.
What do you enjoy most about your job?
I love getting people from a place of not being comfortable with their finances, position, level of knowledge to feeling powerful and informed.
What's your best advice for a new professional in your field?
Learn the business from someone who knows and then get out on your own as soon as you can!