Welcome to Jenner & Associates Private Wealth Management

We are a team of CERTIFIED FINANCIAL PLANNER professionals based in Calgary Alberta, who are committed to guiding affluent Canadians towards their financial goals.

Jenner & Associates provides each client an elevated wealth experience through personalized tailored advice, superior financial resources, and a 5-star Living Plan. We deliver comprehensive wealth management solutions and use strategies designed to fit your unique needs. We achieve this through accountability, integrity, and our curated collaborative approach.

Whether you are planning for retirement, are navigating complex tax considerations, building or selling a business, supporting a loved one with medical needs, or are evaluating the best options to share your wealth, we are there for you to anticipate and respond to your evolving financial life.

As social impact advisors we believe in delivering powerful advice to the clients we serve so that they can confidently leave a lasting legacy, for the people they love and the communities and causes they care about.

Our enhanced team-based approach engages with local and national industry-leading financial experts and is the key to unlocking your financial success and well-being.

Our team feels like family and with over 40 years of combined experience, together we help you and your family shape the future as we create, manage, and protect your wealth.