Jennifer A. Martin CFP®, CPCA®

President, Senior Financial Planner

Jennifer A. Martin CFP®, CPCA®Jennifer began her career in the financial services industry in 1970 with Sun Life Assurance Company of Canada in Montreal.  Over the next 24 years, she acquired expertise in the areas of administration and client services with Sun Life, Central Guaranty Trust in New Brunswick and the Royal Bank of Canada in Halifax, Montreal and Ottawa, most notably as Manager of Non-negotiable Securities.  In 1994, Jennifer joined the team of professionals at Craig & Taylor Associates to focus her extensive background in financial services on helping clients reach their goals and objectives.  She achieved her Chartered Financial Consultant® designation in 1997 and has been a CERTIFIED FINANCIAL PLANNER™ since 1998.  Committed to understanding the needs of senior clients, Jennifer became a Certified Senior Advisor® in 2004 and is now a Certified Professional Consultant on Aging®.  As well, Jennifer is a long-standing member of Advocis® (The Financial Advisors Association of Canada) and a member of the The Registered Deposit Brokers Association (RDBA) and Canadian Institute of Financial Planning (CIFP).

With a deep commitment to foster education on financial planning, Jennifer has co-hosted the Craig & Taylor Associates radio show on CFRA for 14 years covering all aspects of retirement, tax, investment and estate planning.  Continuing the founding partners’ vision of being the best retirement and financial planning practice in Ottawa is paramount to Jennifer and her team.

A firm believer in supporting her community, Jennifer is involved in many fundraising efforts and is a very dedicated supporter of Cancer Research and The Heart Institute of Ottawa.  She is the founder and trustee of the Jerry Taylor Foundation which is dedicated to raising funds to benefit many non-profit and charitable causes.

Jennifer A. Martin CFP®, CPCA®
President, Senior Financial Planner
Craig & Taylor Associates

504-1525 Carling Ave.
Ottawa, Ontario
K1Z 8R9

p: (613) 725-3414
p: 1-800-265-8244
f:  (613) 725-9570

  • Facebook
  • Twitter
  • Digg
  • Delicious
  • StumbleUpon
  • Add to favorites
  • Email
  • RSS | Craig & Taylor Associates and Insurance Agency Ltd Copyright © 1985-2014. All rights reserved.