The Advantage of Experience

An MBA from McGill University and a BA in Economics from Queen's University; plus experience as a former commerce professor at Concordia University, corporate financial analyst, and public speaker have provided Jill with the ability to understand the world of finance. She is skilled and patient at explaining often complex financial concepts to her clients and has over three decades of financial experience.

Jill can help.

She has experienced first hand many of the financial and emotional decisions her clients face. This understanding plays an important role in guiding them in making their insurance and investment choices.

A nationally recognized designation, Elder Planning Counsellor (EPC) was conferred on Jill after successfully completing an intense and rigorous test of knowledge regarding current seniors issues, including aging, health issues, financial planning considerations, long term care as well as end of life issues.

The Canadian Initiative for Elder Planning Studies (CIEPS) course was established as a standard of service to seniors for all professionals and business people in providing seniors with high quality services and products that best suit their lives and circumstances. Visit

Jill has also been designated a Certified Financial Planner professional after a demanding course (the pass rate was 34%!). This designation covers planning in the areas of insurance, taxation, estate tax, financial forecasting, investment and asset protection, retirement income and more. Jill must study every year to maintain her CFP.

In addition to her commitment to family and community service, Jill brings business owners empathy as she has been part of 5 family owned businesses, large and small, including 2 of her own.