About Us


Our client's financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.

Jacquie Skinner, CFP®, R.F.P., BA

Certified Financial Planner®

Articles featuring Jacquie

If there’s anything I hope you have learned from reading through my website, it’s that I do things a bit differently from a lot of financial planners / advisors. The same holds true for this section of my website. What I know is important, but it’s not as important as who I am and why I do what I do. For more on that, please keep reading.

Why I do what I do

I didn’t actually set out to become a fee-only financial planner, but as I look back now it seems almost inevitable. The seeds were first sown in the part-time job I held as a University student – a teller at Canada Trust. I remember those clients who only had CPP & OAS income to live on. I also remember the people who were wealthy – business owners whose names you’d recognize. The difference between the two groups was enormous – I wanted to know how NOT to be part of the first group.

Shortly after moving to the Midland area, I had my first encounter with my future profession – a financial plan was completed for us. I don’t remember much about the plan, but I took away a couple of key ideas that stick with me to this day. Mostly I remember thinking that this type of information could be used by just about everyone.

The transition to a fee-only financial planner happened over a couple of years. I became increasingly uncomfortable with how financial planning and investment advice were being promoted as being one and the same thing. I knew they weren’t - my clients have questions and problems and needed plans that had nothing to do with buying an investment or insurance product. I wanted to be able to address those needs as the primary focus of my business. I was also uncomfortable that clients had no idea how much they were paying for the services they were receiving. And so here I am - 25+ years later, a fee-only financial planner. All I can say is that it works well for me and clients have been very receptive.

Who I am

I think the best way to give you an idea of who I am is to share the values that I have developed over the 25+ years of being in business.

View My Values

What I Know

If you’d like to know more about that jumble of letters behind my name, a succinct resume is available here.

Our Director of Greetings (DOG)

While I love all animals, I have a particular affinity for dogs. Maya is my 6 year old labradoodle. She looks like a poodle, but she’s got that friendly lab personality and will swim and retrieve balls all day. Most days she accompanies me to the office. But don’t worry, there are 2 doors between her and the clients, so no one meets her unless they want to.

Meet Maya


Institute of Advanced Financial Planners (IAFP)

Why choose an R.F.P.? Click the link above to find out!



Dealer

Mutual Funds Provided Through FundEX Investments Inc.