Jennifer Strymecki is the Director, Financial Planning and Client Service. Jennifer’s continuing aim is to assist clients to make educated financial decisions in order to achieve their goals. She is committed to her client’s financial success through personalized service, attention to detail and sophisticated financial planning strategies.
Jennifer assists with team training, oversees implementation of process and technology initiatives as well as the day-to-day operations of the Client Relationship Specialist team. Prior to her position at Cardinal Point, Jennifer provided comprehensive financial planning services to professional athletes and high net-worth families at Gavin Management Group. Additionally, she spent over 16 years managing an investment and financial planning practice at Assante Capital Management.
Jennifer earned the CERTIFIED FINANCIAL PLANNER™ or CFP® designation in 2006. She currently holds the Series 65 and Ontario Insurance Agent Licenses. In addition, she has completed the Canadian Securities, Professional Financial Planning and Portfolio Management Techniques courses. Jennifer believes there is always room to grow both personally and professionally. As a Canadian living with her husband in the United States she has first-hand experience in the complex needs of cross-border families. She enjoys reading and travel and is an active volunteer in the community.