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.