Vice-president and financial consultant
Doherty & Bryant Financial Strategists/ CWB Private Investment Counsel
Age: 35
Years in the industry: 6
Jennifer Schmid began her career in accounting, but she soon realized that path lacked the opportunity to interact with different people and industries. “When I discovered financial planning, I instantly knew it was for me,” she says. “I had always been interested in strategies to make finances and money work for me, so it made absolute sense to do exactly that for other people, too.”
While making a smooth transition from accounting to financial planning could have been a struggle, it’s a point of pride for Schmid that she was able to shift so easily between the two roles. “I was very pleased to obtain two significant planning designations – CFP and RFP – in just two years and to have built solid, long-lasting relationships with about 60 families in my client base in just over six years.”
Those relationships, along with her passion for the industry, have brought Schmid considerable success. Now she’s looking to leverage her experiences to help clients who are small business owners and entrepreneurs. “The complications of adding a family business or corporation to a family’s net worth are enormous and difficult to navigate,” she says. “I’d like to free up those people from having to worry about financial issues so they can follow their passion for their business while I am following mine.”
