Based in Markham, Serving the GTA
Boutique financial advisor firm in the heart of Markham.
Our office is located at 80 Acadia Avenue, Suite 312 , Makrham, ON. The nearest intersection is Steeles/Warden.
We serve clients in the GTA and beyond.
Who We Are
Jennifer Stoddard, B.A, CLU, CFP
Jennifer has a BA from the University of Western Ontario. She started her career in advertising and media working for Publicis, York Region Media Group, and Somerset Entertainment. After working several years in that industry, she realized she wanted a career where she could make an impact in people’s lives. So, in 2010, she gave up a job with a good salary, benefits, retirement plan, and became an independent Financial Advisor. Today Jennifer is in a career she loves, where she gets to help her clients achieve their financial goals while managing their risks.
She has her CLU (Chartered Life Underwriter) designation as well as her CFP (Certified Financial Planner).
Betty Choi, B.Sc.
Betty has been an Administrative Assistant in the financial industry since 2017. She excels in providing friendly service to our clients and timely processing of their requests. Previously she had worked in the telecommunications industry as a customer service representative and product manager for over 20 years. Betty has a Bachelor of Applied Science degree from the University of Toronto and she is fluent in both English and Mandarin.
What makes us Different?
Flexible appointment hours allow you to book a meeting that fits with your schedule.
In Home Appointments
If you can’t make it into my office in Markham, I can meet at your home or office.
Emphasis on Educating Clients
I offer lunch and learns to corporate clients to educate staff on benefit plans as well as topics concerning personal finances.
Since I am an independent broker, I am not driven by sales quotas. Instead I can source products from various carriers to meet the needs of each particular client.
I take time to get to know my clients and understand their needs.
I provide annual reviews with each client, or more frequently depending on your needs.