Jennifer Tozser CFA, CFP
Senior Vice President, 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
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.
National Bank Financial announced that Jennifer Tozser is the recipient of the National Investment Advisor of the Year Award for 2020!
Jennifer has also taken home the Regional Advisor of the Year for the Alberta and Okanagan Region for:
- Year 2020
- Year 2019
These accolades are a testament to the holistic approach that Jennifer and Tozser Wealth Management provide for their clients.
Our team is proud to highlight this achievement, Jennifer is part of the 150 Best Wealth Management Advisors in Canada.
YouTube Channel: Tozser Wealth Managment
Jennifer's LinkedIn: Jennifer Tozser
Learning Series: Answers to commonly asked questions