JENNIFER
FREDERIKSEN-BROWNE
Jennifer is passionate about helping others, sharing her insights on what she’s learned in her 27 years of financial industry experience. She helps educate clients on how to protect their assets while leading them towards their vision for a healthy, secure financial future.
Jennifer is registered to offer mutual funds & insurance and is passionate about helping her clients make decisions that bring peace of mind. With her experience and knowledge in Estate services, understanding detailed programs like RESP’s (Registered Education Saving Plans) and RDSP’s (Registered Disability Saving Plans) she ensures clients receive the full government matching benefits they are qualified to earn.
Through personal experience, Jennifer always has protection top of mind when discussing a client’s financial position. She knows the value of protecting income and capital through Life, Critical Illness and Disability insurance. She is constantly increasing her knowledge and passing it on to help her clients understand how to protect their family, income and net worth.
Jennifer provides up-to-date expertise in confidential client meetings. Book a discovery meeting to see if Jennifer is a fit for you and your goals.
DREW
FINERTY
Drew began his career in financial advising with Investor’s Group in 1990 before leaving the industry to pursue a career in sports management in the early 2000’s.
During his time at IG, he worked with over 500 clients and filled the position of Division Manager, where he supported and coached a team of Advisors from a variety of experience levels.
Drew always kept his eye on the markets as he knew he would eventually come back to the financial industry, and indeed returned as a Financial Advisor in 2013.
Today he continues to advise clients based on their unique life story and goals, exceling in explaining the markets in simple terms. His number one goal is to allow his clients to sleep well at night knowing they are in the correct investments for their personal situation.
DUSTIN FINERTY
Dustin received his Life Insurance designation in 2022 and provides life insurance products and advice to our clients.
He is ambitious and passionate about sharing his knowledge and helping others provide a secure future for generations to come.
If you have any questions or are uncertain about your financial future, Dustin is here to help.
Dustin Finerty is associated with Dustin A. Finerty Private Office and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations