Doyenne financial Ltd. is a female owned, independent Portfolio management company we work together with clients, financial planners and accountants to build a lifestyle of security and prosperity.
Our Services
Investments and Portfolio Management
We work together with our entrepreneur and professional clients to build a portfolio that suits their investment needs based on a solid financial plan.
Separately Managed Accounts: For Financial Planners, Insurance Advisors and Mutual Fund Representatives, we take the stress of portfolio management on for you. We work as a team with you, where you guide the client in financial service through planning and insurance, and we invest the money.
Personal Pension Plan: build wealth and save tax. specifically designed for business owners, associations, franchise owners or incorporated professionals like accountants, consultants, dentists, doctors, financial advisors, lawyers. accumulate significantly more in retirement savings and pay less tax than most Canadians.
RESP: Schools get more expensive every year. We’ll guide you while you invest and save for your children’s future.
Strategic Advisory
Strategic Advisory for business owners by Jennifer Snyder: Personalized Integrated Planning for entrepreneurs and business owners. Work together with your accountant, lawyer and other professionals to help you wring the most value out of your hard-earned dollars
Money Coaching: how to best pay down debt, how to start investing, what accounts are best for you, are you doing enough for your immediate goals. tips that are specific to you
Doyenne Corporation (DC) is a name that represents the overall financial services activities of Jennifer Snyder and her team. Doyenne Corporation offers general financial literacy courses and tools. Financial planning services, life insurance and annuity products are provided by Jennifer Snyder through Doyenne Insurance and Estate Planning Ltd. (DIEP). Portfolio management services are provided by Hannah Giesbrecht through Doyenne Financial Ltd. (DFL). The DIEP section of this website contains information on the overall philosophy and approach Jennifer applies when providing financial planning advice: pay less tax, reduce fees and expenses, stay organized, retain more income to build more overall wealth. The DFL section of this site is differently coloured to represent the distinction of products, services and people of each of the two corporate entities.
