Vice President, Business Development and Sales
Ms. Kuta is a Vice President, Business Development and Sales at Caldwell Investment Management Ltd. and is responsible for providing sales support to portfolio managers, wholesalers and external investment advisors. Prior to joining Caldwell, she was an independent business consultant and trainer with more than 23 years of experience in selling, facilitating and coaching within the financial services industry. Jennifer was employed with the Mackenzie/IG Wealth Complex and has a history of high quality execution in marketing, management and sales. Ms. Kuta began her career in the financial industry as a licensed insurance agent, and moved to financial services sales at MRS Inc. (formerly a subsidiary of Investor’s Group) where she held progressively senior positions in administration, compliance, marketing and sales. Ms. Kuta is a graduate of the University of Windsor’s Communication program and has a Post-Grad Strategic Relationship Marketing Certificate from George Brown College. As a committed believer in continuing education, she has completed the Canadian Securities Course and the Investment Funds Institute of Canada Course. Outside of her work at Caldwell, Jennifer teaches a Continuing Education course on Sales and Business Development at George Brown College in Toronto. In early 2023, Jennifer was selected as a Wealth Professional Top 50 Wholesaler. She also appeared on Empowered hosted by Elizabeth Naumovski.