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Committed to Your Success

Jennifer is naturally gifted at connecting with and helping others in a meaningful way – she thoroughly enjoys taking the time to understand what matters most to them so she can formulate specific recommendations to help them achieve it.  She is professional, highly organized, meticulously detailed, and operationally strong in the financial services industry. She is fantastic at helping advisors and their assistants understand how to adopt and implement new systems and processes. She is a pleasure to work with and we know the teams she assists sincerely appreciate all of her knowledge, experience, inspiration, and support.

How She Got Here

Jennifer began working in the Credit Union Financial system in 2013 where she learned a variety of roles within the organization. This demonstrated her innate ability to learn the fundamentals of investments and financial planning, working well with others, along with building trust and creating relationships with clients. Within the Wealth Management division, she started working as an unlicensed assistant and quickly became a licensed assistant and then grew to oversee her own book of business while assisting a team of Financial Planners and Investment Specialists. 

​Jennifer currently coaches Advisors and Assistants in a partner organization Mindset is affiliated with. She is instrumental in helping them develop and implement a well-defined, proactive framework which provides exceptional service to clients while also achieving business results and success.

Before joining Mindset Consulting, she completed and implemented the credit union version of The Mindset Method. She can attest first-hand to the high level of personalized coaching you receive to help you systematize your advisory practice through various processes, resources, and CRM integration.​

Jennifer Broad, Business Coach

Jennifer Broad

Operations Coordinator, 

Business Coach

“I am delighted to help Sherri & Terry elevate all aspects of the coaching experience with the select group of wealth advisory teams and the financial institutions they work in close partnership with. The industry experience I have along with my experience implementing their best practices, provides me with a unique perspective and allows me to fully support the coaches and those they work with in a meaningful way."


  • Honours Bachelor of Science (Forensic Science & Biology) University of Toronto, Toronto ON.

  • Certificate in Advanced Financial Advice

  • Canadian Investment Funds Course (CIFC)

  • Responsible Investment Specialist (RIS)

  • Certified Professional Consultant on Aging (CPCA)

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