Jennifer Williams Email and Phone Number
Jennifer Williams personal email
- Valid
My interest in the world of finance was sparked at a young age while working for my father’s life insurance and financial planning firm. I completed a Bachelor’s of Science degree and always held onto that financial interest. When a boutique firm was hiring after University, I seized the opportunity and never looked back. I began my career at the trading desk and soon after secured my license in financial advisement. I worked with a team of advisors for 15 years between 3 different independent brokerage firms. After taking some time off to have a family in 2018, I’m back to doing what I love for a reputable wealth management firm and team.The most rewarding aspects of my career include:• Helping families assess their financial health, discuss goals, and create a plan that will help them achieve their objectives.• Working with soon-to-be retirees to identify their financial needs and put asset-protection strategies in place.Away from the office, I enjoy spending time with my family and escaping to the mountains for a ski or camping weekend. Feel free to connect with me here, email me at Jennifer.Williams@wellington-altus.com or call 587-323-5643 anytime if you would like to get in touch.
Cresco Wealth Management
View- Website:
- crescowealthmanagement.com
- Employees:
- 16
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Investment Advisor, Wellington-Altus Private WealthCresco Wealth ManagementCanada -
Investment Advisor, Wellington-Altus Private WealthCresco Wealth Management Apr 2018 - PresentCalgary, Alberta, Canada -
Investment Advisor, Wellington-Altus Private WealthWellington-Altus Nov 2019 - PresentCalgary, Canada Area -
Investment Associate, Cresco Advisory GroupScotiabank Apr 2018 - Nov 2019Calgary, AbAs an investment associate, I regularly advise individuals and business owners to help them achieve their financial goals. While an email or phone call can suffice, I prefer face-to-face interactions where I can get a deeper understanding of needs and goals. I always have an eye on preserving and growing capital and looking at the full financial picture to build a comprehensive wealth strategy. This helps me advise and guide investors to feel confident in pursuing and reaching their goals. -
Investment AssociateRichardson Gmp May 2011 - Mar 2014Calgary, Canada Area -
Investment Associate & TraderJf Mackie & Company Ltd/Mackie Research Capital Aug 2001 - Jun 2009Calgary, Canada Area
Jennifer Williams Education Details
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Bsc Kinesiology
Frequently Asked Questions about Jennifer Williams
What company does Jennifer Williams work for?
Jennifer Williams works for Cresco Wealth Management
What is Jennifer Williams's role at the current company?
Jennifer Williams's current role is Investment Advisor, Wellington-Altus Private Wealth.
What is Jennifer Williams's email address?
Jennifer Williams's email address is cj****@****ail.com
What schools did Jennifer Williams attend?
Jennifer Williams attended Western University.
Who are Jennifer Williams's colleagues?
Jennifer Williams's colleagues are Vicki Wells, Chris Durno, Dean Bradshaw, Rod Friesen Cim®, Pfp®, Dimitri Korolis , Cim®, Steve Preece, Carissa Williams.
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Director, Brand & Dem Gen (Marketing). Over 30 Years As Strategic Marketing Professional Excelling At Building Highly Engaged And Successful Teams.London, On2unitronhearing.com, trudellmed.com2 +122692XXXXX
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