Jennifer Williams Email & Phone Number

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.

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  Western University

  Bsc Kinesiology