Jennifer Williams

Jennifer Williams Email and Phone Number

Investment Advisor, Wellington-Altus Private Wealth @ Cresco Wealth Management
Canada
Jennifer Williams's Location
Canada, Canada
Jennifer Williams's Contact Details

Jennifer Williams personal email

About Jennifer Williams

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.

Jennifer Williams's Current Company Details
Cresco Wealth Management

Cresco Wealth Management

View
Investment Advisor, Wellington-Altus Private Wealth
Canada
Employees:
16
Jennifer Williams Work Experience Details
  • Cresco Wealth Management
    Investment Advisor, Wellington-Altus Private Wealth
    Cresco Wealth Management
    Canada
  • Cresco Wealth Management
    Investment Advisor, Wellington-Altus Private Wealth
    Cresco Wealth Management Apr 2018 - Present
    Calgary, Alberta, Canada
  • Wellington-Altus
    Investment Advisor, Wellington-Altus Private Wealth
    Wellington-Altus Nov 2019 - Present
    Calgary, Canada Area
  • Scotiabank
    Investment Associate, Cresco Advisory Group
    Scotiabank Apr 2018 - Nov 2019
    Calgary, Ab
    As 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.
  • Richardson Gmp
    Investment Associate
    Richardson Gmp May 2011 - Mar 2014
    Calgary, Canada Area
  • Jf Mackie & Company Ltd/Mackie Research Capital
    Investment Associate & Trader
    Jf Mackie & Company Ltd/Mackie Research Capital Aug 2001 - Jun 2009
    Calgary, Canada Area

Jennifer Williams Education Details

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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