Jennifer Morrison – Wealth Management Consultant, Southwestern Ontario
As a Wealth Management Consultant at BMO Nesbitt Burns, Jennifer works with Investment Advisors and their high net worth clients to help them achieve their financial goals and ensure areas of concern are addressed. Prior to joining BMO Nesbitt Burns, Jennifer worked for a small insurance brokerage as well as a medium sized financial services firm; both firms focused on providing financial solutions to professionals and business owners. In addition to her many years of financial planning experience, she brings together all the knowledge of our in-house tax and estate professionals. The result is support and direction on complex issues such as retirement and distribution planning, business succession planning, tax planning, cash management, estate and gift planning, transition planning, charitable giving and philanthropy.
Jennifer has an Honours BA, Economics from McMaster University. She is an advocate of financial literacy; she worked as a part time professor at the Lawrence Kinlin School of Business at Fanshawe College and volunteered as a mentor in the Goodwill Financial Literacy Program. She has earned both the CFP© and TEP© (Trust and Estate Practitioner) designations and is a member of is a member of the Financial Planning Standards Council and the Society of Trust and Estate Practitioners.
BMO Financial Group
When you work with us, we are just the tip of the iceberg. We utilize a team of highly qualified professionals to provide us with the advice and information that we need to make insightful recommendations to our clients.
We partner with Research Analysts, Economists, Investment Strategists at BMO Nesbitt Burns and BMO Capital Markets to provide us with specialized fundamental and technical expertise in Canadian equities, U.S. equities, investment funds, exchange traded funds and fixed income investments.
We also work with Tax, Estate and Trust specialists to help us work with you on the big picture. They help us to clarify issues, uncover areas of concern and provide strategies on addressing them.