Investment Sales Associate
“Financial planning is like a to-do list in that it is satisfying to check off the items on your list, even if it takes a while because it gets you closer to meeting your goals. Taking it a step further, financial planning includes a strategy that supports your values and risk tolerance. Each person is going through a different stage in life, and the financial markets are always fluctuating, so staying on course with your plan, is the key to financial success.”
Jennifer Hung is an Investment Sales Associate who holds a Bachelor of Economics Degree. Jennifer provides ongoing client support and assists the Financial Planning Advisory team in developing relationships with the dental community. Based in the Vancouver, B.C region, Jennifer joined CDSPI Advisory Services Inc. in 2016 and she has 15+ years’ experience in the financial services industry, previously working at two major financial institutions.
Perspective on Working with Dentists
I enjoy working with dentists as they juggle multiple and interesting priorities - from treating their patients, running a business, and planning for their future. In my role at CDSPI, I enjoy supporting the advisors as they work with clients to achieve their financial goals.
1.800.561.9401 X 6822
- Bachelor of Economics degree, Simon Fraser University
- British Columbia
"So many people spend their health gaining wealth and then have to spend their wealth to regain their health." A.J. Reb Materi. Finding a healthy work-life balance in a busy world, along with financial and insurance support, is not easy. You do not need to be an expert with your finances yourself, but you do need experts you can trust in your corner. I provide support so our clients can focus on their day-to-day lives and stay on course to achieve their financial and retirement goals.
Jennifer enjoys spending time with her family, including her husband, 2 kids and a Yorkshire terrier. She is a food enthusiast and enjoys cooking for her loved ones. She also loves spending time outdoors and practicing yoga during her spare time.