About Us

Jennifer Cook CFP, RHU, EPC
Bill Wenman CFP, CLU, CHFC

Jennifer and Bill are Certified Financial Planners with over 35 years of combined experience in the financial services industry. They specialize in reducing longevity risk from their clients' financial plan. This is achieved through the development of plans that accommodate for both the expected and unexpected events that are presented throughout one's lifetime.

Jennifer and Bill can help you manage and maintain your wealth through a variety of financial planning tools, such as Mutual Funds, Segregated Funds and Guaranteed Investment Certificates (GIC's). Through actively engaging their clients' in their wealth management plan, they are able to assist their clients' in maintaining their standard of living and plan for a comfortable retirement.

In addition to managing money, it is equally important to manage risk. As specialists in the areas of Life, Critical Illness and Disability Insurance, Jennifer and Bill can help you plan for the unforeseen, allowing you to protect your assets and maintain your standard of living in the event the unexpected occurs.