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
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.
Our team is proud to highlight this achievement, Jennifer is recognized as one of Alberta’s best Advisors for a second consecutive year.