Jacqueline A. Burger, CFP®, CLU, CH.F.C.Client Care Manager
Since 1982, Jacqueline A. Burger of Burger Financial Services Inc. has been providing individuals, families, small business owners, professionals and business institutions with a wide range of financial planning services.
By using a comprehensive investment approach, she assists clients with assessing their risk tolerance and helps them to select appropriate asset allocations for their specific investment needs, from retirement and estate planning to small business succession planning.
On the protection side, Jackie conducts thorough needs analyses with her clients' specific situations, in order to determine what levels of insurance coverage are the most appropriate for their particular circumstances. Insurance services are provided through Burger Financial Services Inc.
With a wide range of ever-expanding products & services to offer, she looks forward to continuing to service existing clients, while increasing business through referrals from satisfied customers.
Jackie earned her Chartered Life Underwriter (CLU) designation in 1990, quickly followed by the Chartered Financial Consultant (CH.F.C.) in 1992. The Certified Financial Planner (CFP®) designation was granted in 1996. On-going continuing education courses and seminars keep her current with the inevitable changes that occur. Jackie is a member of Advocis and The Canadian Association of Financial Planners.