Private Client Service

The goal of Private Client Service is to serve the individual investor by providing a wide selection of investment products.

Let Jennings' Private Client Service assist you with:

  • Traditional Portfolio Management
  • Retirement Planning
  • Self-Directed Retirement Plans (RRSP, RRIF, LIRA)
  • Self-Directed Education Plans (RESP)
  • Group Retirement Plans
  • Large Capital New Issue
  • Initial Public Offerings
  • Private Placements
  • Exchange Traded Equity
  • Government and Corporate Bonds
  • Money Market
  • Exchange Traded Options
  • Employee Stock Option Plans
  • Dividend Reinvestment Plans

The experienced professionals at Jennings are dedicated to bringing their financial planning, wealth management and trading experience to work for their clients.

Not only do our clients have access to Jennings' new issue products and market research, but through our affiliation with National Bank Financial, they also benefit from large capital new issues and the extensive research library of this large, national house. Each client is insured for $1,000,000.00 CIPF coverage carried by Jennings Capital.

More and more investors are moving to Jennings - since the company started individual investor services in 1998.

Our vision involves expanding our team to bring Private Client Service to individuals across Canada. Building on our strong foundation of independence, ethics and experience, we will continue to expand, to deliver our services to a greater audience.

Jennings Capital Inc. - The New Standard of Independence

Private Client Service Contacts

Calgary

    James H. Ross
    Senior Managing Director & Calgary Branch Manager
    Phone (403) 292-9321

     

     

    Robert Verhelst

    Chief Compliance Officer & Director

    Phone (403) 292-9320

     

    Pauline Brown

    Compliance Officer

    Phone (403) 292-9480


    Tümer Bahcheli

    Senior Investment Advisor

    Phone (403) 292-9326

     

    Darryl Ritchie

    Retail Trader

    Phone (403) 292-0975

     

    David Poon

    Investment Advisor

    Phone (403) 292-9319

     

    Frank Walker, B.Comm.   [Biography]
    Investment Advisor
    Phone (403) 292-9323


    Cheryl Cadieux
    Sales Assistant
    Phone (403) 292-9483

     

    Lynnette Sikora

    Sales Assistant

    Phone (403) 292-9482

     

    Gail O'Connor

    Operations Manager

    Phone (403) 292-9315


    Sylvia Balazs

    Operations Assistant

    Phone (403) 292-9313

    Heather Kelly
    Syndication Manager
    Phone (403) 292-9316

     

    Liberty Justice

    Sales & Compliance Associate

    Phone (403) 292-9318

     

    Suzanne LeBlanc

    Receptionist 

    Phone (403) 292-9482

     

    Jennings Capital Inc.
    Private Client Service
    2600, 520 - 5th Avenue S.W.
    Calgary, Alberta T2P 3R7
    Phone (403) 292-9328
    Fax (403) 292-9329
    Toll free 1-877-292-0970
    E-mail sales@jenningscapital.com

    High River

     

    Frank E. Block, CFP

    Investment Advisor

    313, 1 Street West  PO Box 5519

    High River, Alberta  T1V 1M6

    Phone:  (403) 652-2224

    Fax:      (403) 652-2697

     

    Vancouver

     

    Ste. 1225, Two Bentall Centre

    555 Burrard Street,Box 230

    Vancouver, B.C.   V7X 1M9

     

    Trevor Friesen

    Vancouver Branch Manager

    Investment Advisor

    Phone:  (604) 648-3254

     

    William Rascan

    Investment Advisor

    Phone:  (604) 648-3256

     

    Ian Gorwill

    Investment Advisor

    Phone: (604) 648-3258

     

    John Newell

    Investment Advisor

    Phone: (604) 648-3274

     

    Kelly Young

    Sales Assistant/Branch Administrator

    Phone:  (604) 648-3250

     

        Toronto

         

         Ste. 320, 33 Yonge Street

         Toronto, Ontario  M5E 1G4

          

          Michael Cappuccitti

          Senior Vice-President & Branch Manager

          Investment Advisor

          (416) 304-2190

 

          Angelo P. Comi. P. Eng.

          Investment Advisor

          (416) 304-2190

 

          John L. Comi, M.B.A., CFA

          Investment Advisor

          (416) 304-2190

 

           Paulette Darcy

           Investment Advisor

            (416) 304-2190

           Mark Fridgant

           Investment Advisor

           (416) 304-2197

 

           Michelle Nickel, BA

           Investment Advisor

           (416) 304-2196

 

            Stephen McKnight

            Investment Advisor

            (416) 304 3960

 

            Dennis E. Bleifuss

            Investment Advisor

            (416) 304-2183

 

             Elina Ayzenberg

             Investment Advisor

             (416) 304-2172

 

                 Avital Altman

                 Assistant Investment Advisor

                  (416) 304-3962

     



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