During her trip to Tanzania, Jill climbed Mount Kilimanjaro and took part in a transformative coaching and volunteer program. The volunteer work supported The Dare Women's Foundation in building a shelter in Arusha and empowering women to start their own businesses, helping them achieve financial independence. Jill will describe her incredible journey, focusing on themes of empowerment, personal growth, leadership, and the impact of supporting women.
With over 20 years of experience in the financial services industry, Jill has developed extensive expertise in investment and retirement planning, estate planning, and insurance needs analysis. This broad knowledge allows her to effectively serve clients with diverse and complex financial needs. Jill finds particular fulfillment in empowering women through the financial planning process, especially those navigating newfound independence—whether through the loss of a spouse, divorce, or a desire to take control of their financial futures.
Jill holds several professional designations, including Certified Financial Planner (CFP) from the Financial Planning Standards Council, Chartered Investment Manager (CIM), Chartered Financial Divorce Specialist (CFDS), a life insurance license through the FSCO, and the Canadian Securities Course (CSC) through the Canadian Securities Institute.