As the President and Chief Operating Officer at The Targeted Strategies Group, Jill manages and oversees the continuous improvement of operational effectiveness and solutions, with the goal of mutual satisfaction between our strategic partners, providers and clients. Jill also supports accelerating business growth of the brokerages within our group, as well as external brokerages, agents, and family offices.
With a background in executive and strategic leadership, Jill brings a wealth of experience and expertise to her role. She served as the CEO at Thrive Wealth Management for five years, preceded by many leadership roles, including Vice President, with Conexus Credit Union. Jill's expertise includes building and scaling businesses including a financial advisory firm and as a partner in private business. Her educational foundation includes a B.Comm in Finance from the University of Saskatchewan and an Executive MBA from Royal Roads University. Additionally, Jill is a Certified Financial Planner (CFP), and is both IIROC and insurance experienced, underlining her dedication to excellence in financial planning and advisory services.
Chief Executive Officer & Principal
Principal
President and Chief Operating Officer
Associate Principal
Head of Technology and Data Solutions
Director, Human Resources
Head of Corporate Development
Head of Strategic Client Credit
Director of Finance
President and Chief Operating Officer
Chief Legal Officer
Senior Advisor - Finance & Banking
Senior Advisor - Solutions
President and Chief Operating Officer
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Senior Financial Analyst
President and Chief Operating Officer
Senior Actuary
Financial Analyst
Solutions Analyst
Director, Operations
Senior Manager, Sales Enablement
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Client Solutions Associate
Account Manager
Account Manager
Account Manager
Senior Account Service Representative
Senior Account Service Representative
Senior Account Service Representative
President and Chief Operating Officer
Account Service Representative
Account Service Representative
Account Service Representative, Financing Specialist
Account Service Representative
Account Service Representative
Account Service Representative
Underwriting Team Lead
Senior Underwriting Associate
Underwriting Associate
Underwriting Administrator
Underwriting Administrator
President and Chief Operating Officer
Business Performance Manager
Manager, Optimization
Legal Counsel
Life License and Contract Specialist
Legal Counsel
Director of Enterprise Accounting
Human Resources Administrator
Office Manager
Senior Training Coordinator
Special Projects Analyst
IT Systems Administrator
Market Research Analyst
Executive Assistant, Operations
Executive Assistant
Executive Assistant
Corporate Controller
Controller
President and Chief Operating Officer
Senior Financial Administrator