Jennifer Waterman

Client Service Manager

Jennifer has 20+ years of experience in the financial services field, first starting as a Customer Service Representative with Canada Trust, then taking on the challenge of obtaining her registration to become a Licensed Administrator and then Compliance Officer with two Ottawa based mutual fund dealers. For the last four years, Jennifer worked at the Ottawa Head Office of IPC (formerly Independent Planning Group) as a Compliance Officer and Auditor before joining our office in July 2015.