ABOUT
After earning my ‘Honours, Bachelor of Administration’ with advanced level courses in Accounting, Economics & Finance from Brock University's GOODMAN SCHOOL OF BUSINESS, I entered the Insurance Industry to explore my passion for Business, wanting to be the best business person I could be!
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After decades of promoting sound, balanced financial planning and investment counseling I hold the Registered Pension Associate designation from the CERTIFIED EMPLOYEE BENEFIT SPECIALIST organization at the Wharton School of the University of Pennsylvania.
As president of Jack & Associates Wealth Management Inc. not only do I provide strategic direction for our business initiatives but I am actively involved in its execution. Currently, we are focusing on PLAN MEMBER ENGAGEMENT in Registered Pension Plans and Group RRSP/DPSP to foster a Wealth Consciousness among plan members creating a more productive workforce, while enhancing your ability to attract better quality personnel.
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Or you might know me from the Niagara community and my involvement in music and choral singing! The Harmonies we strike in music show us the potential win/win harmony we create when we partner up with responsible business leaders!
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This planning contributes to a comfortable retirement for your plan members and their families.
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