Jennifer Davis, B Comm (Hons)
With more than 20 years in the financial industry, she is an experienced, effective communicator who excels in educating, guiding and building relationships with advisors and business owners.
She has been called upon to present to and educate advisors and clients on strategies to preserve and transfer wealth, as well as a variety of other tax, estate and exit planning topics.
In her previous marketing, product development and sales management roles she brought extensive knowledge of available solutions for clients and supported top tier advisors in delivering successful outcomes to their client’s. In addition, she was also called upon to work in tandem with some of Canada’s best advisors to help their business owner clients build and execute well-planned exit/succession plans.
Believing there are unlimited opportunities to bring value to clients – business owners and professionals alike, she continues to research and curate solutions for all manner of circumstances from complicated to routine. Jennifer works with global partners to determine the best practices and processes available to properly support business owners of all sizes.
Her passion for professional development and continuing education finds her as lead curriculum developer and course innovator in her current role. She is committed to the never-ending quest for more knowledge and brings this passion to the foreground as she engages with professional advisors and business owners to build value in their businesses and develop plans to achieve the best possible, long-term outcomes.
She completed her Bachelor of Commerce Honours (marketing and finance) and is a Certified Business Advisor (CBA). She is currently training to become a Better Practice Instructor and Facilitator.
She is lead champion for our commitment to developing and delivering top tier, practical education and value building programs for business owners and their ecosystem of professional advisors.