About Jill Teeple
FPSC Level 1 ® Certificant in Financial Planning
Jill Teeple has helped Canadians make smart money decisions and build profitable investment portfolios since 2008. Jill believes that every person should have a financial plan to help them reach their financial goals.
Jill is earning the CERTIFIED FINANCIAL PLANNER® designation - one of the highest standards for financial planners and investment professionals worldwide. She has successfully obtained the FPSC Level 1®
Certification in Financial Planning and is bound by the Standards of Professional Responsibility for CFP® Professionals and FPSC Level 1® Certificants in Financial Planning.
Creating clear financial plans for every client
Jill meets personally with all her clients at least twice a year. She knows their financial goals and their risk tolerance. Their retirement and estate plans. She understands how much and what type of insurance clients have and how that insurance affects their financial planning.
With an understanding of each client’s financial profile, Jill creates their custom financial plan. Financial plans ensure clients avoid pitfalls such as paying too much tax. They also reveal opportunities such as the date when you can switch to lower-risk investments and still ensure a comfortable retirement.
Doing the research
Jill personally vets the money managers that she and her clients invest with. She meets with and gathers information from these investment professionals to ensure their investment philosophies and processes fit her clients’ risk tolerance and investment goals.
Working with experts
Jill is a respected professional who has the support and input of other professionals in London and southwestern Ontario, Toronto, and throughout BMO Nesbitt Burns. Jill can call on these expert colleagues to support her clients’ goals.
She works with estate and tax planning experts to stay on top of changes in legislation. She has estate lawyers, accountants, and trust experts available that can collaborate to solve specific client issues and needs. She also works directly with her clients’ lawyers and accountants to ensure that all parts of the financial plan are working together.
She stays up-to-date on economic and market changes by talking and listening to economists and investment managers to understand the potential impact on her clients’ financial goals.
In the Community
Jill actively advocates for inclusive communities and to remove barriers for people with disabilities and their families.
Jill has been a board member of Community Living Ontario
since 2015. She Chairs the organization’s Board Development and Fund Development committees. She also advocates to local MPs, sharing Community Living’s position on legislation relating to disability related issues.
Jill has also been a volunteer with Community Living London
since 2005 including as a Board member from 2007 until 2015. From 2005 until 2014, she helped organize the Community In Motion fundraiser – spending eight of those years as event Chair.
Under Jill’s leadership, the Community In Motion event grew from a small event raising a few thousand dollars a year to a key fundraising initiative raising more than $50,000 for the organization annually.
Jill remains active on the Community Living London Fund Development and Investment Committees.
2016 Community in Motion: The Serious(ly) Fun Run
Dorothy’s voice is the one you will often hear when you call our office.
An enthusiastic and forthright team member, Dorothy is responsible for the day to day administration of our accounts. From providing online access, updating your address, scheduling a meeting, setting up deposits, requesting a withdrawal, looking for duplicate tax receipts or questions about statements, Dorothy will be able to assist.
Dorothy has over 20 years of experience in the financial industry and has a background in Compliance.