About Jen
At Thaker Financial, I partner with clients to create meaningful change in their lives. I strive to understand who my clients are, what they believe and then build a plan that’s as unique as they are. I specialize in working with clients who are entrepreneurs and business owners across multiple industries, especially health and wellness. I believe that #healthiswealth and this philosophy is the guiding principle used to build a strong and stable financial foundation for both now and in the future.
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Jen is a designated Professional Financial Advisor and a member of Advocis (The Financial Advisors Association of Canada).
Professional Financial Advisor
Issuer: The Institute for Advanced Financial Education (IAFE)
The Professional Financial Advisor (PFA) designation was created to meet the everyday demands of the professional advisor. With practice-based training in a real-world environment, the PFA focuses on practice development, technical knowledge and compliance & ethics.
Check out the Thaker Financial video featuring Jen Thaker here!
Articles, Blogs, Interviews
Check out interesting articles and blogs on topics that clients are asking about. And, find more interviews and videos with Jen here too.
What People Are Saying….
“Jen is great at working with business owners. She is extremely thorough in her process and goes above and beyond at answering questions when you’re considering your options. I highly recommend Jen to help you make decisions that make sense for you and your company.” ~ Debra - CPA, Bookkeeping
“Jen has been a brilliant financial planner and helped my wife and I with our insurance needs, and structuring our finances. She is always helpful and there to answer any questions as needed as well as being up front and honest, and providing tailored solutions. She genuinely cares about her clients and takes the time to get to know your needs! Would highly recommend.” ~ Giles - Mortgage Broker
“Jennifer provided some great advice. She offers a no-pressure approach to financial and personal planning and I felt at ease knowing she had my best interests at heart. Definitely Recommend!” ~ Ishpreet, Lawyer
“Jen is extremely knowledgeable with insurance and investing. She absolutely goes above and beyond in making sure that you've been taken care of. Jen is the perfect person for this role because of her personal experience and her curiosity that drives her to find what's best for you. She walked me through multiple scenarios and matched me with the best products for my situation and helped me understand what they were for. I wouldn't hesitate to recommend her to anyone!” ~ Nick M, International Internet Advertising Services Inc.
"Jen is an extremely personable Financial Advisor. She understands the needs of health practitioners from her own experience in the industry. She seamlessly found and set up the best disability Insurance plan for me. I do not hesitate to refer my family and friends to Jen for financial advice." ~ Kaitlin N, Osteopathic Practitioner
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Health is Wealth
As a financial advisor, I've seen firsthand how important it is to prioritize your health when it comes to building a solid financial plan. I don't just mean physical health, although that's certainly important. I'm talking about your mental, emotional, spiritual, and energetic health as well. Because the truth is, your overall health and well-being impact every aspect of your life, including your finances. Read more here: Health is Wealth
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Live it List
At Thaker Financial, I believe that living life to the fullest should be a top priority, and that's why I call it a "live it list" instead of a "bucket list." Why wait until you're nearing the end of your life to start doing the things that bring you joy and fulfillment? By creating a live it list, you can prioritize the experiences and goals that matter most to you and start working towards them today. Read more here: Live it List
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