Tozser Wealth Management

Our expert team is here to meet your financial needs.


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.

Jennifer Tozser recognized as one of Canada's Best!

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

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, 2021 and 2022!

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


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