Doyenne Financial Ltd. (DFL) is an independent, discretionary portfolio management firm registered in the provinces of Ontario, Manitoba, and Quebec. We are one of only a few female-founded Portfolio Management companies in Canada.
Meet the team
Jen and Hannah have been managing client’s investment assets in Canada for more than 25 years. We work collaboratively with clients’ lawyers, accountants and planners to ensure each client has a team of specialists to guide them.
Do you love to nerd out talking about markets? Every two weeks the Investment Strategy Committee gets together to discuss currencies, stocks, bonds, ETFs and where the markets are headed. It’s something Hannah and Jennifer have been doing since 2000, usually over a cup of tea.
need a fixed income specialist?
It’s easy to buy GICs on your own, buy what happens when short-term rates fall? Having a fixed income specialist allows you to have your money managed by a professional at an affordable rate.
Our Conservative Model only invests in bonds that yield more than the current highest yielding GICs.
Our Fixed Income Plus Model has been our flagship model for more than 20 years, serving risk adverse clients at four different investment firms. We investment in investment grade bonds, high-yield and private bonds when appropriate, preferred shares, covered call strategies and investment trusts.
What do I get from professional investment management?
You get a person that knows you, that understands you and can help you navigate your way to greater wealth and tax efficiency. Someone that will work with your current team of professionals or help you find one. You’ve heard the expression get your money working for you? That’s what this is all about. From our Best Companies strategies to our Active Fixed Income management, the Portfolio Managers at Doyenne Financial Ltd. can get your money to work
What does a Portfolio Manager do?
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We create a portfolio for you based on your needs, timelines an interests. We make the trade when they need to be made, we explain what is happening in the portfolio and why.
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For individuals:
Open online CAD and USD cash accounts,
Open online Tax Free Savings Accounts,
Open online Registered Retirement Savings
Plan,
Registered Retirement
Income Fund,
Locked In Funds,
Locked In Retirement Accounts
for corporations:
CAD and USD cash accounts
Group RSP accounts for employees
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Business Owners, their families and employees
Professionals
Entrepreneurs
Labour Organizations
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Our investment management starts with our focus on research and allows for active management. We meet with each client to determine their goals and tolerance to fluctuations. Larger portfolios may require a more bespoke approach to investing and so we would tailor a portfolio to suit your style.
In our Growth model, being sector agnostic means we can move from financials to tech, to utilities to bonds depending on how the markets are moving for growth oriented portfolios.
For those that don't enjoy the volatility on the markets, we choose good solid companies that are trading at a good price and may or may not pay dividends. We buy liquid bonds that can appreciate in price for a well Balanced model
Our Income Plus model allows for bonds, aristocrat stocks, high dividend paying stocks and ETFs.
In our Conservative Income model we buy bonds that will pay a higher yield than the prevailing GICs.
When trades are made, we communicate right away to detail the trade, the reason and the expected outcome or goal in a succinct email in easy to understand language.
All clients have online access to their accounts, statements and tax documents.
We are of the opinion that we need more women in Portfolio Manager positions, doing the research, making the investment decisions, making the deals that are in the best interests of their clients. We want to see more women as owners of independent companies. To that end, we are eager to share time and knowledge and opportunities with any women that want to start and further their careers in finance.
Book a 45 minute FREE Consultation call.
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, insurance and annuity products are provided by Jennifer Snyder through Doyenne Insurance and Estate Planning Ltd. (DIEP). Portfolio management services are provided by Jennifer Snyder and 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.