Jill Knowles Cfp Cfds Email & Phone Number | 🌟 ✅What I do: I am passionate about helping women and their families follow their dreams, by implementing a financial plan to turn those goals into reality. ✅How I do it: My unique process focuses on providing a safe, non-intimidating environment to share, dream big, and be vulnerable. I work with my clients and their families on providing a total wealth solution to help meet their entire set of financial goals. Through financial planning, I partner with my clients and our team of specialists to design wealth strategies focusing on generating income, growth and preserving capital to meet their goals. ✅My process: > Listening intently to understand your specific needs and goals > Analyzing and assessing your unique situation > Identifying gaps in your situation and then developing recommendations through financial planning > Working with you to implement a unique financial strategy > Continually monitoring and reviewing to ensure our strategy meets your needs ✅What makes me different? I'm an entrepreneur, a dreamer, a Mom. I care and I listen. I'm honest, empathetic, and understand that quite often, women have an emotional tie to money, because the money represents their family's goals and dreams and other things close to the heart. It's about more than just the money. I genuinely get excited about helping someone reach their goals and dreams. My goal is to educate and empower women to take control of their financial futures! 📧To discuss this process and how I can help, please contact me at: jill.knowles@scotiawealth.com or visit our website sharpewaygroup.ca/scotiabank-women-initiative. I would be more than happy to book a 1 on 1 meeting to discuss your goals.

Jill Knowles Cfp Cfds

🌟 ✅What I do: I am passionate about helping women and their families follow their dreams, by impl...
Brampton, Brampton, Canada

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Jill Knowles Cfp Cfds’s Email jill.knowles@scotiabank.com

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Jill Knowles Cfp Cfds’s Location Brampton, Brampton, Canada

Jill Knowles Cfp Cfds’s Current Industry Scotia Wealth Management

Jill Knowles Cfp Cfds’s Prior Industry Scotiamcleod

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Work Experience

Scotia Wealth Management

Senior Wealth Advisor, Portfolio Manager

2016-11-01 00:00:00 - Present

Scotiamcleod

Investment Associate

2006-06-01 00:00:00 - 2010-07-01 00:00:00

Skills

No Skills Available

Languages

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FAQ About Jill Knowles Cfp Cfds

Jill Knowles Cfp Cfds is located at
Brampton, Brampton, Canada

Jill Knowles Cfp Cfds is a 🌟 ✅What I do: I am passionate about helping women and their families follow their dreams, by implementing a financial plan to turn those goals into reality. ✅How I do it: My unique process focuses on providing a safe, non-intimidating environment to share, dream big, and be vulnerable. I work with my clients and their families on providing a total wealth solution to help meet their entire set of financial goals. Through financial planning, I partner with my clients and our team of specialists to design wealth strategies focusing on generating income, growth and preserving capital to meet their goals. ✅My process: > Listening intently to understand your specific needs and goals > Analyzing and assessing your unique situation > Identifying gaps in your situation and then developing recommendations through financial planning > Working with you to implement a unique financial strategy > Continually monitoring and reviewing to ensure our strategy meets your needs ✅What makes me different? I'm an entrepreneur, a dreamer, a Mom. I care and I listen. I'm honest, empathetic, and understand that quite often, women have an emotional tie to money, because the money represents their family's goals and dreams and other things close to the heart. It's about more than just the money. I genuinely get excited about helping someone reach their goals and dreams. My goal is to educate and empower women to take control of their financial futures! 📧To discuss this process and how I can help, please contact me at: jill.knowles@scotiawealth.com or visit our website sharpewaygroup.ca/scotiabank-women-initiative. I would be more than happy to book a 1 on 1 meeting to discuss your goals.