Tozser Wealth Management

Our expert team is here to meet your financial needs.

Welcome

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 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. 

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Honours and distinctions 

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. 

Stay in the loop with Jennifer's Updates!

YouTube Channel: Tozser Wealth Managment 

Jennifer's LinkedIn: Jennifer Tozser 

Discover our company

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive
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Contact us

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