Ellie Jenner CFP®, RRC, EPC, DFA™, RWM™
Ellie has been a respected CERTIFIED FINANCIAL PLANNER® professional with IG for over 25 years. She is a designated Registered Retirement Counselor and Elder Planning Counselor. Ellie offers clients peace of mind when it comes to holistic financial planning. She is qualified to provide comprehensive and advanced financial planning advice to sophisticated and high net worth families, professionals and business owners. Her focus is on advanced tax and estate planning research and portfolio analysis. Jenner & Associates finds it especially rewarding to help clients achieve lifelong goals and to move through different life stages with confidence, knowing they have a holistic financial plan in place.
Ellie loves cycling, travel, art, cooking, the Calgary music scene and spending time with family and friends.
Clients feel well informed and comfortable after a conversation with any team member. That builds their trust. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect.
Kelsi Jenner RRC
Kelsi joined IG Wealth Management in 2017 and quickly became an integral part of the team. Before joining the practice, Kelsi studied psychology and is now working towards getting her CERTIFIED FINANCIAL PLANNER® designation.
Kelsi loves to travel and has lived in Ecuador and Mexico, where she learned fluent Spanish. She enjoys singing, painting, hiking, cooking, and adventures with her three rescue Chihuahuas from Mexico and Korea.
Clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position. I take great professional pride in ensuring they understand fully how their accounts are managed, and why.
Audrey Veltri CFP®, TEP, RRC, BACC
Audrey is a CERTIFIED FINANCIAL PLANNER® professional who also holds the Trust and Estate Practitioner Designation, a Bachelor's degree in Business with a Major in Accounting, and the Registered Retirement Consultant designation. Audrey practices empowered and inclusive finance, focusing on empowering women and gender diverse communities to navigate relationship and life transitions, and providing guidance to caregivers supporting dependents or aging parents living with a disability or medical challenge. She fosters this passion through advocacy, education, and allyship, working alongside multiple service-sector and not-for-profit organizations with the purpose of educating and increasing access to financial programs and supports designed to advance equity and inclusion. In recognition for her dedication to education she was the recipient of The City of Calgary Learns "Facilitator and Educator of the Year" Award in 2002. As an IG Consultant, she was awarded the Pillar award in 2017-2020, which recognizes and rewards Consultants in their first four years for exceptional productivity and growth and a consistent approach to building their business. For her commitment to advocacy and inclusion towards Calgarians living with a disability, she was graciously awarded the "Everyone Belongs" award from DDRC in 2019.
In her spare time, she can be found dancing, doing yoga, reading, hiking with her dog Coca-Cola and serving as an underpaid Uber driver for her two amazing teenaged children.