Jessica Perry
“Many of my smiles come from the work we do every day for our clients.”

Wealth Advisor

As a Wealth Advisor, Insurance Advisor, and our Operations Manager, Jessica works in a wide range of areas to support client relationships and deliver top notch, comprehensive financial services. She also leads the development team to expand initiatives in strategic planning, marketing, community engagement, and business services beyond risk management, credit management, tax planning, and investment strategies. As a professional in human resources, Jessica’s passion for helping people was realized long before joining the financial services industry.

She holds a bachelor’s degree from Queen's University and a post-graduate diploma in Human Resources Management from Niagara College. She has also earned her HR Specialist designation and holds the titles of Wealth Advisor through IIROC (Investment Industry Regulatory Organization of Canada) and Insurance Advisor through the FSRA (Financial Services Regulatory Authority).

When she’s not at work, she lets her creative side take over. She is often cooking and trying new foods, tackling home renovations, or mapping out her next project. She has always been a goal-oriented person, and her goal is to focus on what really matters to us – our clients.

Hidden Talent: Interior Design