Doyenne Financial Ltd. (DFL) is an independent, discretionary portfolio management firm registered in the provinces of Ontario, Manitoba, and Quebec. We are one of only a few female-founded Portfolio Management companies in Canada.
Meet the team
Do you love to nerd out talking about markets? Every two weeks the Investment Strategy Committee gets together to discuss currencies, stocks, bonds, ETFs and where the markets are headed. It’s something Hannah and Jennifer have been doing since 2000, usually over a cup of tea.
need a fixed income specialist?
It’s easy to buy GICs on your own, buy what happens when short term rates fall? Having a fixed income specialist allows you to have your money managed by a professional at an affordable rate.
What do I get from professional investment management?
You get a person that knows you, that understands what you and can help you navigate your way to greater wealth and tax efficiency. You’ve heard the expression get your money working for you? That’s what this is all about. From our Best Companies strategies to our Active Fixed Income management, the Portfolio Managers at Doyenne Financial Ltd. can get your money to work!
What does a Portfolio Manager do?
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We create a portfolio for you based on your needs, timelines an interests. We make the trade when they need to be made, we explain what is happening in the portfolio and why.
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For individuals:
Open online CAD and USD cash accounts,
Open online Tax Free Savings Accounts,
Open online Registered Retirement Savings
Plan,
Registered Retirement
Income Fund,
Locked In Funds,
Locked In Retirement Accounts
for corporations:
CAD and USD cash accounts
Group RSP accounts for employees
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Business Owners and their families
Professionals
Labour Organizations
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Want to become a Portfolio Manager?
Whether you are an investment advisor who wants to start a path to Portfolio Manager independence, a Financial Planner looking for a Portfolio Management team to help you grow your business through Separately Managed Accounts, or an advisor who wants to spend more time talking with clients and and making good investment decisions. You could be a Doyenne/Doyen. If you are interested in joining our dynamic portfolio management team, we would love to hear from you.
Book a 45 minute FREE Consultation call.
Doyenne Corporation (DC) is a name that represents the overall financial services activities of Jennifer Snyder and her team. Doyenne Corporation offers general financial literacy courses and tools. Financial planning services, insurance and annuity products are provided by Jennifer Snyder through Doyenne Insurance and Estate Planning Ltd. (DIEP). Portfolio management services are provided by Jennifer Snyder and Hannah Giesbrecht through Doyenne Financial Ltd. (DFL). The DIEP section of this website contains information on the overall philosophy and approach Jennifer applies when providing financial planning advice: pay less tax, reduce fees and expenses, stay organized, retain more income to build more overall wealth. The DFL section of this site is differently coloured to represent the distinction of products, services and people of each of the two corporate entities.