Jen Schmid, MPAcc, CA, CFP^®, R.F.P.

Location
Calgary, Alberta

“I deeply value being well prepared for any situation. It’s better to set yourself up for success early, than to look back later and wish you had done something.”

I was born and raised on a farm just outside of Calgary, where my parents refuse to retire and still earn their living today. Numbers came easily to me, so I pursued an early career in accounting.

After earning a Master’s degree in Accounting from the University of Saskatchewan, I articled with Deloitte & Touche to gain my Chartered Accountant (CA) designation, but discovered my true passion for personal financial planning in 2014. At that time, I joined a small, planning firm called Doherty & Bryant, now known as CWB Wealth.

My sincerity, integrity and belief in what I do has remained with me throughout my career, and my clients can rest easily knowing that I would never recommend something I wouldn’t do for my family or myself. The holistic plans I create for them cover multiple areas like retirement, tax planning, investments, estate planning, insurance solutions and more.

In addition to my Chartered Accountant (CPA) designation, my professional designations include CERTIFIED FINANCIAL PLANNER^® (CFP^®) and Registered Financial Planner (R.F.P). I currently serve as a board member for the Institute of Advanced Financial Planners (IAFP), and am a member of the Financial Planners Standards Council (FPSC) as well as the Canadian and Alberta Institutes of Chartered Accountants.