Tozser Wealth Management

Jennifer Tozser CFA, CFP 

Senior Wealth Advisor & Portfolio Manager

I take pride in helping people create and maintain wealth. I have been in the wealth management industry for over 20 years helping clients create wealth, plan for retirement, transition into retirement and create legacy. I have seen some of the best and worst markets in our history and this has made me a better portfolio manager. The unpredictability in the markets has certainly taught me the importance of having and maintaining discipline when it comes to navigating the markets.

Taking the time to strategize with clients is the key to having a successful investing experience and I have an ability to understand complex problems and can relay solutions to clients in a clear and understandable manner.

We work closely with our families to ensure a successful outcome when dealing with the more stressful events of life such as decease of a spouse, divorce, unexpected loss of your job and sale of a business. As part of this process, I liaise with the appropriate professionals to get the job done right with as little stress as possible.

As an experienced presenter, I have been featured in the Globe and Mail, Advocis Calgary, Investment Executive, and many other private venues. I am open to and welcome the opportunity to speak at your next events.