Our Values
We believe in honesty, transparency and positivity. A client's confidence and satisfaction is key to our success. Our goal is to deliver sound advice you can rely on.
An advisor can give you personalized advice about our products & services and help you build a financial security plan. Our advisor take meetings virtually and by phone for your convenience.
Jennifer Truong CPA, CGA
Jennifer works with professionals and self-employed business owners. She has an accounting designation with the Chartered Professional Accountants of Alberta. See what her clients say about her.
Testimonies
Susan C
"Hi Team, Just wanted to pass along this name! As you all know my road to retirement has been met with challenges (Health & Dental Benefits, Life Insurance etc.) She is certified and can help in all areas! Its like a 1 stop shop from pensions to benefits. Wish I had her from the beginning! Any questions or advice needed Jennifer is your person! Feel free to pass on my name!"
Daryl H.
"When I suffered from unexpected job loss. Jennifer was very quick to reach me and create a solution that fit our budget and family needs. Her professionalism, knowledge, product offering and friendliness made the transition effortless and enjoyable in a difficult time. I highly recommend Jennifer for all of your Life Insurance Health and Benefit needs. Thank you!"
Craig P.
"Thank you Jennifer. Like I said you are very good at your job and its very easy to talk about this stuff with you."