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, and in 2018 assumed leadership of the team, continuing the practice's commitment to providing personalized wealth management solutions for individuals, families, and business owners.
As Team Lead, Jennifer oversees the strategic direction of the practice while working closely with clients to develop comprehensive wealth management plans tailored to their goals and priorities. She holds both the Chartered Investment Manager (CIM®) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations, combining discretionary portfolio management expertise with comprehensive financial planning. Jennifer is also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc., giving her a deeper understanding of the tax, investment, estate, and business implications of insurance strategies.
Jennifer is passionate about building meaningful, long-term relationships with clients. She believes that understanding what matters most to each family is the foundation of effective wealth management. Through thoughtful planning and ongoing advice, she helps clients gain clarity about their financial future and confidence in achieving their goals.
Growing up on a cattle and grain farm near Camrose taught Jennifer the importance of hard work, discipline, and strong community values. Outside the office, she enjoys travel, golfing, cooking, and spending quality time with family and friends.
Under her leadership, the Orcheski Wealth Advisory Group continues to build on the strong foundation established by Debbie while evolving to meet the changing needs of future generations.