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Ellie Jenner, DFA - Tax Services Specialist™, Alberta: Designation that makes you to feel confident in the tax and investment advice you give to clients. It is important for Investment Advisors to have tax knowledge.

“Receiving my Distinguished Financial Advisor-Tax Services Specialist designation has made me feel confident in the tax and investment advice I give to clients. Since receiving my CFP designation in 1998 and Elder Planning Counsellor a few years later, the Tax Services Specialist designation complemented these designations. I feel it is important for Investment Advisors to have tax knowledge. Creating financial plans for my clients has been enhanced with this designation." Ellie Jenner, DFA - Tax Services Specialist™, Alberta

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