JENNIFER JACOBS, BA, CFP®, CLU, RHU

Managing Partner
jenniferjacobs@ironshield.ca

Jennifer has specialized for more than 20 years in advising, implementing, and servicing solutions for clients directly and through advisor partnerships. Jennifer’s approach to helping clients plan effectively and weather the impact of uncontrollable situations is simple: straight talk. Indeed, her direct but ultimately compassionate style is unique and has made her a leading expert in long term planning strategies that promote choice and dignity.

When a life-changing event occurs, no one should ever have to compromise, much less sacrifice, what is important to them. This bedrock belief is why Jennifer does what she does. Jennifer’s passion is contagious and made her a sought-after keynote speaker by prominent organizations such as MDRT, CALU, Advocis, Hollis Wealth, Desjardins, Sun Life Financial, Investors Group, BNI, Estate Planning Council and elite independent study groups.

As a Managing Partner, Jennifer follows the disciplined KAIZEN Financial Planning Process™. Thinking “outside the box” to get to the heart of clients’ issues and concerns about their personal finances, allowing them to progress beyond their perceived limits.

Jennifer is a past board member and current member of the Living Benefits Committee for the Conference of Advanced Life Underwriters (CALU). Jennifer is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Certified Health Specialist (CHS), and an Elder Planning Counselor (EPC).

Jennifer’s propelling passion is animals. In 2019, Jennifer and her partner Cooper bought a 100-acre farm. Now up to 20 chickens, 4 dogs, 2 cats, 2 horses, 2 goats, and 1 donkey; the plan for Jen & Coop’s Family Farm is to grow and create a sanctuary forever home for animals in need.