We recently stopped in to say ‘hi’ to a long-time friend. Jennifer Tran who is the director of one of the largest and oldest financial investment firms in the country, IG Wealth Management. Jacky and I were Downtown so we had a quick lunch meeting.
Jennifer Tran has worked with our clients for over 15 years, within her various banking/finance roles at the big banks. Jennifer has been branch manager for both HSBC & BMO. She has also worked for CIBC in a role more dedicated to a mortgages. Our clients have always been happy to work with Jennifer & relied upon her vast knowledge and experience in mortgages and investments.
Here’s a bit of information about Jennifer’s current role. She has a team of Financial Consultants who she mentors and coaches to build their own practices and assist their clients with different financial planning and strategies. Jennifer also assists her own clients to come up with strategies to build a tax efficient financial plan, to build a well-rounded investment portfolio, along with finding ways for clients to save money on investment fees, no matter what amount they have available to set aside for themselves to invest. Jennifer will continue to help clients with mortgages, as lending is still a large part of her role at IG.
We look forward to working with Jennifer in her role at IG. She has always been there for our friends and clients to make sure everything runs seamlessly. Jennifer has been an integral part of our business, providing the best care and support for our clients! You can always reach Jennifer at: [email protected]