Jill Shephard

With over 20 years of experience in the financial services industry, Jill has dedicated her career to helping individuals and businesses achieve their financial goals through tailored investment strategies and comprehensive planning. 

Having earned a reputation for integrity and professionalism, Jill takes pride in building long-term relationships with clients, understanding their unique financial situations, and guiding them towards informed decisions. Her extensive knowledge encompasses a wide range of financial products, including retirement planning, estate planning, tax optimization, and risk management including Life Insurance, Health Insurance, Group Insurance.

Jill holds industry relevant certifications, such as CHS, Labour Sponsored and Branch Managers Course and continuously enhances her expertise through ongoing education and industry involvement. This commitment ensures that she remains at the forefront of market trends and regulatory changes, enabling clients to navigate the evolving financial landscape with confidence.

In addition to individual and family financial planning, Jill has a keen interest in working with small businesses and business professionals such as Physicians, Dentists, and Lawyers to help them manage their finances effectively and secure their future through sustainable growth strategies.

Outside of work, Jill is passionate about community involvement and volunteers on the board for Hestia House and KV Oasis Youth Services Center and often participates in local financial literacy programs, aiming to empower individuals with the knowledge to make sound financial choices.

Whether you are just starting your financial journey, planning for retirement, looking to grow your investment portfolio, or seeking comprehensive financial advice, Jill is committed to providing personalized solutions that align with your vision and financial aspirations. Connect with Jill Shephard today to start your journey towards financial wellness.