"Jen has been a lifesaver for me, she makes everything easy and is happy to take the time and explain things to ensure I understand. She has been my advisor since before moving to Research Capital, I was very happy to continue to be her client as she is very trustworthy, and I am comfortable and confident in her abilities. I always enjoy our communication and am grateful to have someone to rely on with her expertise."
S.M. from Rouleau, SK
"Jen is incredibly smart, professional, and personable! Over the past couple of years, with Jen's guidance, I consolidated all my investments under a single portfolio managed by her. After 25 years as an IT professional, I have worked with several companies and had a number of investments living in multiple places. Jen has been incredible at working with me to merge these investments into a single strategic plan that is growing for my retirement. Jen has also helped me to better understand how financial investments work and has supported me in an area that I wasn't comfortable navigating on my own.
I highly recommend her, she brings all the intelligence, trust, and fun you can have while dealing with finances and investments!"
N.B. from Regina, SK
"I've had the pleasure of working with Jen as my investment manager for the past 5 years, and I couldn't be more satisfied with the experience. From the start, she has taken the time to truly understand my financial goals, risk tolerance, and long-term plans, ensuring that every decision aligns with my needs. Jen is exceptionally responsive and professional, always making herself available to answer my questions and provide thoughtful insights. Her strategic approach to planning and risk management has given me confidence in my investments, even during uncertain market conditions. Beyond her technical expertise, what sets Jen apart is her dedication to her clients. She doesn't just manage investments—she builds relationships, ensuring that I feel informed and supported every step of the way. I highly recommend Jen to anyone looking for a knowledgeable and trustworthy investment manager."
S.L. from Regina, SK
"Jen's management of my portfolio has significantly added to my monthly cashflow which helps take the stress out of life. My old advisor would hardly ever reach out, and I could eventually tell my file was not being actively managed which caused a lot of problems. I love Jen's ability to keep me updated on how things are going and what new opportunities are presenting themselves."
H.A. from Regina, SK
"Jen came into my life 6 years ago. I've had quite a number of financial planners throughout my life, but mostly over the past 20 plus years since I became a widow. Jen has been the best one! Not only as a conscientious and dedicated financial advisor but also with other issues related to my portfolio. Give her a call if you are looking for someone to assist you with your financial needs. I am confident that you will find her professional and knowledgeable. She knows "how to listen" to your issues! And then provide the service you will require in the coming years."
R.C. from Regina, SK