Jennifer Thompson, CIM, FMA
Wealth Management Director & Founding Partner
Published: September 15, 2024
Professional Overview
As a founding partner and Wealth Management Director at Vancity Adviser, Jennifer Thompson brings over 20 years of distinguished experience in managing high-net-worth portfolios across Canada. Her strategic vision and client-centered approach have been instrumental in establishing Vancity Adviser as a trusted name in Canadian wealth management.
Jennifer's expertise spans sophisticated investment strategies, comprehensive estate planning, and innovative approaches to sustainable investing, making her a sought-after advisor for discerning clients seeking to grow and preserve their wealth.
Professional Credentials
Chartered Investment Manager (CIM)
The CIM designation represents the highest standard of professionalism in the Canadian investment industry, demonstrating Jennifer's advanced knowledge in portfolio management, wealth planning, and ethical investment practices.
Financial Management Advisor (FMA)
The FMA credential showcases Jennifer's comprehensive expertise in financial planning, risk management, and strategic wealth advisory services tailored to the unique needs of Canadian investors.
Educational Background
Bachelor of Commerce
University of British Columbia (UBC)
Jennifer's academic foundation at one of Canada's most prestigious universities provided her with a rigorous understanding of finance, economics, and business strategy. Her education at UBC's Sauder School of Business laid the groundwork for her successful career in wealth management and investment advisory.
Areas of Expertise
Estate Planning
Jennifer specializes in comprehensive estate planning strategies that ensure seamless wealth transfer across generations. Her approach integrates tax-efficient structures, trust arrangements, and succession planning tailored to Canadian regulations and family dynamics.
Cross-Border Investment Strategies
With deep expertise in Canada-U.S. investment complexities, Jennifer guides clients through cross-border tax implications, currency management, and international portfolio diversification. Her strategies help Canadian investors maximize opportunities while navigating regulatory requirements.
Sustainable Investing
A pioneer in ESG (Environmental, Social, and Governance) investing, Jennifer helps clients align their portfolios with their values without compromising returns. Her sustainable investment approach integrates impact measurement with rigorous financial analysis.
Leadership & Growth
As a founding partner, Jennifer has been instrumental in building Vancity Adviser's wealth management division from the ground up. Under her leadership, the division has grown to serve over 200 high-net-worth families across British Columbia and Alberta, managing assets exceeding $500 million.
Jennifer's strategic vision extends beyond client service to team development and industry innovation. She has built a collaborative team of investment professionals who share her commitment to excellence and client-first principles. Her leadership style emphasizes continuous learning, ethical practice, and adaptive strategies that respond to evolving market conditions.
The wealth management division under Jennifer's direction has consistently achieved top-quartile performance while maintaining a client retention rate of 98%. Her focus on personalized service, transparent communication, and sophisticated investment solutions has established Vancity Adviser as a premier destination for discerning Canadian investors.
Recent Speaking Engagements
Canadian Wealth Management Summit
Toronto, Ontario
Jennifer delivered a keynote presentation on "Navigating Market Volatility: Strategies for High-Net-Worth Portfolios in 2024." Her insights on defensive positioning and opportunistic rebalancing resonated with over 300 wealth management professionals from across Canada.
Sustainable Finance Forum
Vancouver, British Columbia
As a panelist on "ESG Integration in Private Wealth Management," Jennifer shared practical frameworks for incorporating environmental, social, and governance factors into investment decisions. Her presentation highlighted case studies demonstrating how sustainable investing can enhance long-term portfolio performance.
Cross-Border Investment Conference
Calgary, Alberta
Jennifer led a workshop on "Tax-Efficient Cross-Border Wealth Strategies for Canadian Investors." The session covered recent regulatory changes, currency hedging techniques, and estate planning considerations for families with assets in both Canada and the United States.
Professional Philosophy
Jennifer's approach to wealth management is grounded in the belief that successful investing requires both technical expertise and deep understanding of each client's unique circumstances, goals, and values. She views her role not simply as a portfolio manager, but as a trusted advisor and strategic partner in her clients' financial journeys.
"True wealth management extends beyond investment returns," Jennifer often says. "It's about creating comprehensive strategies that provide financial security, preserve family legacies, and enable our clients to live their values through their investment choices. At Vancity Adviser, we're committed to delivering sophisticated solutions with the personal attention that high-net-worth families deserve."