Jolene has been with Wellington-Altus since its inception in April 2017 and is based in Winnipeg, MB. A Senior Wealth Planner who works primarily with advisory teams and their clients in Manitoba and Saskatchewan, she excels at providing wealth planning guidance for families, business owners and high-net-worth individuals, and is licensed to provide life, accidental and critical illness insurance solutions.
Jolene has worked in the investment industry for over 25 years and is known for providing sound guidance and exceptional client service. A life-long learner, she is always looking for the next course to enroll in to further her education and professional expertise. To date, she has completed the Canadian Securities Course, The Conduct and Practices Handbook Course, and has earned her CFP®, PFP, CLU, CHS® and CEA designations.
Outside of work, Jolene’s teenage son keeps her busy with his activities. She enjoys watching him play hockey in the winter and spending time together at the lake in the summer.