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Jackie Piller – Registered Financial Planner (RFP)
Jackie joined Everything Financial as a Financial Advisor in 2014 and works in our Victoria office. Jackie has been in the financial services industry since 2002 working in various roles with financial institutions and independent brokers.
Jackie has the professional designation of Registered Financial Planner from the Institute of Advanced Financial Planners. RFP’s are dedicated planners who are capable of providing impartial, comprehensive financial planning advice and are committed to furthering the financial knowledge and well-being of Canadians. Through the Institute of Advanced Financial Planners, RFP’s have not only acquired formal professional training, but have proven by exam and example that they can provide written financial plans of the highest quality and to the most stringent standards.
In addition to her RFP designation, Jackie has her LLQP (Life License), has completed the Certified Financial Planner (CFP) education courses and holds a Financial Planning Education (FPE1) Level 1 certification. Jackie also adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Jackie has lived in Victoria since 1990 with her husband Dean and has 2 grown daughters. Prior to becoming involved in the financial industry, Jackie completed the Animal Health Technology Program at Olds College in 1985. She also enjoys good wine, hiking, cycling, golfing, a great beach read, and traveling.
Investments, Insurance & Risk, Retirement Planning, Tax Planning
Combination
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