Jen Schmid, MPAcc, CA, CFP, R.F.P.

Private Wealth Advisor

Office Phone
403.351.7991

Jen was born and raised on a farm just outside of Calgary, where her parents still earn their living today. Numbers came easily to her, so she pursued an early career in accounting.

After earning a Master’s degree in Accounting from the University of Saskatchewan, Jen articled with Deloitte & Touche to gain her Chartered Accountant (CA) designation, but discovered her true passion for personal financial planning in 2014 when she joined the firm.

Currently holding her Certified Financial Planner (CFP) and Registered Financial Planner (R.F.P) designations, Jen is also a member of the Financial Planners Standards Council (FPSC), the Canadian and Alberta Institutes of Chartered Accountants and a member of the Institute of Advanced Financial Planners.

Beyond the Office

Jen fills her spare time with her other passion – basketball – along with many other activities including slo-pitch, snowboarding, snowshoeing, hiking and backpacking. The people who know her best know that the last place they will find Jen is at her house.