Dedicated Financial Solutions & Manulife Securities Inc., Missisauga, Ont.
YEARS IN THE BUSINESS:
To read the complete feature, please download Wealth Professional Canada's Issue #2.3.
Why a Young Gun?
Go-getter doesn’t even begin to describe this 11-year veteran financial advisor, noted for customer service and, increasingly, her innovation. Five years ago, Black created Widowed.ca, which is now Canada’s largest free online resource for widows & widowers, and for couples planning for their financial future. The groundbreaking website, and its support resources, offers a centralized non-profit source for widows, widowers and their loved ones to find information they need during that difficult time.
In 2013, Jennifer co-authored her first book, Managing Alone, a helpful guide with real-world case studies and user-friendly checklists to help people faced with managing their financial resources on their own, often for the first time in their lives.
Black is a frequent speaker to business and community groups and is a highly quoted media authority, earning coverage in The Toronto Star, Rob Carrick’s Money columns, The Globe & Mail and many others. Under her leadership, Dedicated Financial Solutions has emerged as a leader among Canadian Financial Advisors. Along with her colleague and teammate Janet Baccarani, Jennifer has been awarded ELITE status by an independent third party as one of only a few Elite Advisor teams in Canada.
Aside from the book, already into its second printing, Black’s Dedicated Financial Solutions achieved 40 per cent growth last year. The goal for 2014 is to continue to grow the practice and hit over $100M in AUM by the end of 2015.
Go back to Wealth Professional Canada's Young Guns 2014 list.