Jill’s journey in finance began at Raymond James Ltd. in 2005, and she has since discovered her passion for wealth advising, serving indifferent capacities both at Raymond James and at BCI in Private Equity. As a Wealth Advisor and a Certified Financial Planner® (CFP®), Jill is well-qualified to provide her clients with sound financial guidance.

Jill's academic achievements include a Bachelor of Science degree with distinction in Mathematics from the University of Victoria and both the Certified Financial Planning Certificate® and Advanced Certificate in 3HFinancial Planning from FP Canada Institute.

Originally from Winnipeg, Jill moved to Victoria to complete her post-secondary education. The warmer winters and beauty of the city made a convincing argument against returning to the prairies and she has since called Victoria home.

An area that Jill is passion about is in educating and empowering clients and their families to take control of their future, which is why she focuses on assisting women and their families and advises them in all areas including, investment management, tax planning, retirement planning, and estate planning. She gains tremendous satisfaction knowing she is helping her clients achieve their personal dreams and goals, making them feel more confident about their financial future.

She is a proud mother of two children, Niko and Brody, who keep her and her husband Ryan busy at the ballpark most of the year – perks of living in a warmer climate! While she has a keen interest in fashion and travel, her greatest weekend enjoyment comes from hunkering down in the kitchen to spend the day preparing a meal she’s never attempted before and then sharing it with good friends and family with *hopefully*good results!