Jennifer Rowell, B.A (Hon), CLU, CFP, RRC
Associate Investment Advisor at Mandeville Private Client Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
CA
Languages
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French -
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Spanish -
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Italian -
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Credentials
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Certified Financial Planner designation (CFP)
Financial Planning Standards Council (FPSC)Aug, 2016- Oct, 2024 -
FPSC Level 1 Certificant in Financial Planning
Financial Planning Standards Council (FPSC)Jan, 2016- Oct, 2024 -
Chartered Life Underwriter (CLU)
The Institute for Advanced Financial EducationJun, 2015- Oct, 2024
Experience
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Mandeville Private Client Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Associate Investment Advisor
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Jun 2021 - Present
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Clear Wealth Group Inc.
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Canada
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Financial Services
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Associate Advisor
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Sep 2020 - Present
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Self
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Switzerland
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Business Consulting and Services
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1 - 100 Employee
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Independent Life Insurance Advisor
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Aug 2013 - Present
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Investors Group Financial Services Inc.
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Canada
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Investment Management
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1 - 100 Employee
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Associate Consultant
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Apr 2013 - Sep 2020
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Treasurer
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Nov 2014 - Nov 2015
Volunteer Treasurer for the CFUW Burlington Executive Committee Volunteer Treasurer for the CFUW Burlington Executive Committee
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Harper's Garden Centre
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Canada
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Food and Beverage Services
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Sales Representative/ Cashier
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Feb 2008 - Oct 2012
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McMaster University
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Canada
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Higher Education
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700 & Above Employee
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Student
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2007 - 2011
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Green Mountain Gardens
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United States
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Cashier
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2005 - 2006
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Education
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McMaster University
Honours Bachelor of Arts, French Language, Translation & Literature -
Saltfleet District High School
Community
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