Anjali Jensen CFP®, RRC, MBA, BSc
Anjali joined IG Wealth Management in 2003 where it did not take her long to realize that sound and trusted advice was essential in enabling clients to realize their hopes and dreams. As a result of her success within her practice, Anjali was invited to take on a management role where she could mentor, educate and train new advisors. Teaching and mentoring is something that Anjali thoroughly enjoyed, and this was reflected in the success of the individuals she worked alongside. In 2006, Anjali was appointed Regional Director of the Halifax South Shore Region of IG Wealth Management. During her time in this role, she provided strong leadership and support to many consultants and clients throughout several instrumental changes that influenced the financial services industry.
Anjali holds her CERTIFIED FINANCIAL PLANNER® designation as well as the Registered Retirement Consultant (RRC). In 2019, Anjali decided to return to the Executive Financial Consultant role where she could once again be instrumental in assisting high value clients in achieving their financial goals and financial well-being. Anjali’s team is focused on valuable client experiences, as well as the individual needs and situations of each client and their family. Anjali has various coaching certifications which brings a unique element to her partnership with clients.
Anjali currently lives in Halifax with her husband Thomas, their two boys and their dog Maverick.
Heather Ritcey-Turner
Heather joined IG Wealth Management as an Executive Assistant in 1998 and became a member of the Jensen team in 2019. To expand her knowledge and capabilities, she obtained the necessary licensing requirement and transitioned to Associate Consultant for Anjali's practice in 2022. Taking on this new role, Heather felt she could further enhance and continue to build positive client experiences, as well as increase the team's efficiencies in utilizing digital processes and the ever changing work environment. As the first point of contact for Anjali Jensen & Associates, Heather has the knowledge, expertise and thoroughly enjoys assisting clients with their inquires.
A true Haligonian, Heather has only ever called Halifax home. She enjoys traveling, hiking, being near the ocean and spending time with her husband Andrew and their children and grandchildren.
Thomas Jensen
Thomas comes to the team with a diverse background ranging from business administration in the shipping and fishing industry, working with electronics and an IT professional. He works in a support capacity within the team, providing administration support, marketing support and most importantly IT and technology support to ensure a smooth client experience for both clients and the team.
Thomas is an avid cyclist and most recently participated in the Great Cycle Challenge with a personal goal of raising over $1300 towards childhood cancer treatments. Originally born and raised in Denmark, Thomas moved to Canada in 2002 and lives in Halifax with his wife and two sons.
Scott Fraser B Econ., PFP
Scott joined Anjali’s team in 2019, with over 20 years of experience at some of Canada’s leading brokerage firms. He has knowledge from roles as an investment advisor as well as in management. After 12 years of running his own practice at IG Wealth Management, Scott and Anjali merged their practices. This relationship would allow them to provide clients with an enhanced level of experience and abilities, elevated planning and client servicing. Scott brings a unique perspective to the team as a methodical thinker with a strong focus on client service. He lives in Halifax with his wife and has four daughters.