Estate Planning Specialist, Charter House Financial Group
Marketing Assistant, Manulife Securities Investment Services Inc.
Telephone: (905) 829-1105, ext. 221
Jackie joined the Charter House family in Nov 2006 & brings with her nearly 20 years experience in the financial services industry.
In 1998 after several years employed with a major Canadian Insurance Company, Jackie successfully completed the level two life licensing exam along with completing both the FLMI & ACS designations.
While Jackie's main focus is primarily the living benefits side of the business her experience in both the individual & group areas have proven to be an added asset. Her ability to multitask & attention to detail are not only valuable tools in the office but also in her day to day dealings with our clients; good customer service is a must with Jackie.
Jackie is very involved in her community & was recently honored by the Ontario Ministry of Citizenship & Immigration for her volunteer work with Girl Guides of Canada. She is happily married with two children & loves to spend lazy days at the lake camping with her family.