Jennilee Jule
Profile
- Profession:
- Investment Advisor
- About Me
Jenn partners with her clients to help them achieve their financial aspirations and the piece of mind that can only come with complete confidence that all aspects of your financial health are being taken care of, all while safeguarding your current financial achievements. With her clients, they look at all facets of their financial picture, going far beyond investment solutions, to ensure they have a comprehensive wealth management plan and drawing on the vast resources of TD to bring in experts when needed. Jenn brings a fresh and dynamic perspective to the ever evolving wealth management industry and has the ability to not only grow alongside her clients, but also assist them in intergenerational wealth transfers.
Jenn obtained her Bachelor of Administration Degree in 2004 from the University of Regina, with specializations in marketing and finance, and in 2007, earned her Global Asset and Wealth Management MBA from Simon Fraser University (SFU) in Vancouver.
In addition to being fully licensed in Western Canada, she is also Insurance licensed.
Her education and experience allow her to bring together the wealth management techniques and asset allocation protocols learned throughout her MBA with the stock selection insight obtained through working with large institutional money managers, to create portfolios tailored to each client.
- Work History
While at SFU, she served as the Head of Global Equity for SFU’s Student Investment Advisory Service which managed approximately $13 million of SFU’s Student Endowment Fund. During this time she also completed an internship with CIBC Global Asset Management in Toronto as a Research Associate specializing in small cap Canadian stocks. Upon completion of her MBA, she returned home to Regina and joined Greystone Managed Investments as a Canadian Equity Analyst, where she worked for 2 years prior to joining TD Waterhouse.
- Company
- TD Waterhouse Private Investment Advice