Tozser Wealth Management

Our expert team is here to meet your financial needs.

Welcome

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. 

Jennifer Tozser recognized as one of Canada's Best!

Our team is proud to highlight this achievement, Jennifer is part of the 150 Best Wealth Management Advisors in Canada.

Honours and distinctions of Jennifer Tozser!

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National Winner
Jennifer Tozser was the recipient of the National Investment Advisor of the Year for National Bank Financial for the year 2020!

Regional Winner
Jennifer has also taken home the Regional Advisor of the Year for the Alberta and Okanagan Region for 2019, 2020 and 2021!

These accolades are a testament to the holistic approach that Jennifer and
Tozser Wealth Management provide for their clients.

Contact us

Get contact information for our team members and find out where our offices are.