Welcome to Jenner & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Jenner & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
My husband Jack and I have had the honour of knowing Ellie Jenner since 1989. Apart from being a very good friend, she has been our Financial Advisor since 1995. She has done an incredible job helping us with our finances and guiding us through different life stages – particularly retirement. Besides being extremely knowledgeable, Ellie is very honest and loyal, she always takes the time to assure that we feel comfortable, informed, and have a plan in place to meet our goals. Ellie takes very good care of us and all our financial and lifestyle needs. She answers any questions we have and clarifies complex information, so we have better knowledge and understanding of our financial plan. Ellie has a fantastic and genuine support team behind her, we always feel listened to and at ease after meeting with them. We are totally confident we have one of the very best advisor in the industry!
Download our free whitepaper for guidance on when direct beneficiary designations should and should not be used.
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