Jennifer Paddick
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Senior Financial Planner
CFP®
Working together to achieve the financial goals that matter to you most
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I have been working in the financial services industry since 1999. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Guelph and Cambridge areas. During the last 11 years, I have focused exclusively on Financial Planning and fostering strong client relationships.
I hold a Bachelor of Arts Honours degree in Anthropology and Sociology from Trent University and I have also completed the requirements for the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council.
I look forwarding to working with you to help you achieve your personal financial goals.
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Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
Accumulating wealth
We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.
To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
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Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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Trump’s potential longer-term impact on the financial world
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Trump’s potential longer-term impact on the financial world
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