Associate Investment Advisor
PFP®
Jennifer’s extensive experience in the industry enables her to address your questions or concerns in a professional manner. Jennifer assists our clients with their planning needs and holds the designation of Professional Financial Planner. She is personally committed to exceeding your expectations.
Jennifer and her husband Paul reside on the North Shore, they have two children. They enjoy hiking, camping, biking, hockey, softball, football and reading. Jennifer is very involved in helping various charities and is an active Board Member for her children's school and daycare.
Associate Investment Advisor
CIM®
FCSI®
Karen has been in the investment industry for more than 20 years and joined TD Wealth Private Investment Advice in 2014. She holds a B.Comm. in Marketing from the Sauder School of Business at UBC. Karen has held the Chartered Investment Manager (CIM®) and the Fellow of the Canadian Securities Institute (FCSI®) designations since 2005, and received her Certificate in Advanced Investment Advice in 2015. She is also a Life Insurance Advisor with TD Wealth Insurance Services.
Karen strives to provide friendly, professional and top-quality service to all our clients. She is fluent in English, Cantonese and Mandarin, and studied French for 10 years. Karen is a key contact person on the team, and works on trading, planning and running the operations side of the business.
Karen enjoys travelling, trying new restaurants and spending time with friends and family. She lives in Vancouver with her husband Kevin.
Client Service Associate
Client Service Associate
Cindy’s roots are in Hong Kong, but she grew up in Vancouver and calls it home. She graduated from the University of British Columbia with a BA in Asian Area Studies and Political Science. Upon graduation, she started her career in personal banking, before joining TD Wealth Private Investment Advice in 2017.
Outside of work, Cindy can be found on her spin bike or yoga mat, spending time with her family and friends or reading about the latest health trends.
Cindy is here to help you with your questions and administrative needs.
