Jennifer Orcheski, CIM, CFP, B.Mgmt.
Portfolio Manager & Wealth Advisor
Jennifer joined BMO Nesbitt Burns in 2010, after graduating from the University of Lethbridge with Great Distinction. In 2013, she became a partner of the Orcheski Wealth Advisory Group.
Jennifer holds the Chartered Investment Manager (CIM®) designation, specializing in discretionary portfolio management services. She understands the value that Financial Planning can have for her clients and has obtained the CERTIFIED FINANCIAL PLANNER® designation. Adding further to her expertise, Jennifer is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc., giving her a greater understanding of the tax, investment and business implications of insurance strategies.
Jennifer enjoys building strong relationships and learning about what is most important to her clients. With that knowledge, she creates a detailed Wealth Plan for every single client. The outcome is a clear picture of where they are today and actionable steps on how to achieve their future goals.
Growing up on a cattle and grain farm, Jennifer knows the value of hard work and strong community ties. She is actively involved in coaching minor hockey in Camrose and enjoys golfing, cooking, and spending quality time with family and friends.