Thaker Financial

Thaker Financial Professional Financial Advisor (PFA)

I’m Jen Thaker, an award-winning Professional Financial Advisor, writer, keynote speaker, and founder of Thaker Financia...
05/09/2026

I’m Jen Thaker, an award-winning Professional Financial Advisor, writer, keynote speaker, and founder of Thaker Financial Inc. and the Women & Wealth Network — an invite-only community of over 400 women in business built around connection, community, and meaningful conversations.

I’m also the author of the upcoming book The Big Beautiful Life, inspired by the Five Key Principles that guide my life and work:
✨ Gratitude
✨ Nature
✨ The journey is inwards
✨ Self-love is a superpower
✨ Who’s on your team?

My work is rooted in the understanding that money is choice. Through financial planning, speaking, and community building, I help people create lives that feel more aligned with their values, goals, and their own unique version of a Big Beautiful Life.

With a background in financial planning, psychology, yoga, and reiki, I bring a grounded and holistic perspective to conversations about money, wellbeing, and personal growth. I work with business owners, professionals, and growing families to build strategic financial plans focused on long-term wealth, protection, and creating more freedom and flexibility in life.

Link in bio to sign up for updates on The Big Beautiful Life release date and upcoming book launch events 🤍

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Thaker Financial’s Women & Wealth: May Events ✨May 13 | Women’s LunchThe Journey is Inwards with Jen  and Guest Speaker ...
04/24/2026

Thaker Financial’s Women & Wealth: May Events ✨

May 13 | Women’s Lunch

The Journey is Inwards with Jen and
Guest Speaker Jessica Taylor, Director of Pleasant Hypnosis

As women, we’re often taught to look outward for answers — in our relationships, our work, and everything around us.

We’ll be exploring my Big Beautiful Life Principle The Journey is Inwards - the heart of building self-trust, clarity, and living in alignment with Jessica sharing practical tools to help shift your mindset and support deeper alignment in both life and business.

May 28 | Happy Hour
An informal evening of community and conversation. No agenda - just real women, real connection, hosted by Jen.

Women & Wealth is an invite-only community of women in business. It’s not traditional networking. It’s a space for real conversations, connection, and building community.

If you’d like to be part of the Women & Wealth Network, DM me to set up a discovery call and we’ll get you on the invite list.

April’s Women & Wealth Happy Hour ✨It’s such a pleasure to host the  Women & Wealth Happy Hours, bringing together women...
04/24/2026

April’s Women & Wealth Happy Hour ✨

It’s such a pleasure to host the Women & Wealth Happy Hours, bringing together women in business for real conversations and connection.

It was a mix of familiar faces and new ones, which I always love. These nights are about taking the time to actually get to know each other, share what we’re working on, and build community.

This one felt especially meaningful. Women & Wealth has been something I’ve been building over the past seven years, and it’s grown into a community of incredible women who show up, support each other, and continue to grow together. There was a lot to celebrate at this table!

Women & Wealth is an invite-only community of women in business. It’s about real conversations, genuine connection, and being in a room with women who are building their businesses and careers.

There are still a few spots left for May. If you’d like to join the Women & Wealth Network, DM me to book a Women & Wealth discovery call to get on the invite list.

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Women & Wealth with Thaker Financial ✨April Lunch: Self-Love is a Superpower & Who’s on your teamWith keynote speaker Ra...
04/13/2026

Women & Wealth with Thaker Financial ✨

April Lunch: Self-Love is a Superpower & Who’s on your team

With keynote speaker Rawda Tomoum, Registered Clinical Counsellor and Certified Gottman Therapist

A conversation on moving from negative self-talk toward self-love and authentic connection.

These themes come from the 5 Key Principles in my upcoming book, The Big Beautiful Life

We talked about going inwards to know, like, and trust yourself. Because that’s where it starts.

Who you choose to have in your life and on your team is a reflection of that relationship with yourself.

Rawda highlighted the importance of learning to listen inwards when observing our relationships, both personally and professionally.

Do you know, love, and trust yourself?
And do you love yourself enough to choose the right people to be on your team?

The energy in the room was magic.
Women in business and professionals showing up with their hearts open, present, and ready for real conversation.

This is Women & Wealth with

Thank you to my team 🤍
✨ Moderator: Mallory
📸 Photographer: Julie Bernard

The Women & Wealth Network is an invite only community of almost 500 women in business.

If this feels like your kind of room, I’d love to meet you.

It starts with a Women & Wealth Discovery Call.
DM and I’ll send you the link

I was honoured to speak on a panel for International Women’s Day, alongside these absolutely incredible women.To celebra...
04/01/2026

I was honoured to speak on a panel for International Women’s Day, alongside these absolutely incredible women.

To celebrate, we came together with an amazing group of advisors for an afternoon of connection, conversation, and shared perspectives on this industry.

We’re still underrepresented, with approximately only 18% of Financial Advisors in Canada being women.

A huge thank you to the amazing team at IDC for creating this space and for leading the panel, and the women I had the opportunity to share the panel with.

I’m passionate about helping women (and men) create financial plans that align with their unique values and goals. My book, The Big Beautiful Life, the work I do , and what I’ve built with the Women & Wealth Network, isn’t just about money. It’s about connection, confidence, support, and creating space to have real conversations and build lives that actually feel aligned.

I just love these candid shots of me on the panel - if you’ve ever seen me speak, you know I’m all heart… hands/arms and sometimes even middle fingers in the air!

If you’re a business owner or professional looking for real support and a financial plan that aligns with your life, let’s connect. I’d love to see how I can support you in creating a plan to live your big beautiful life too.

What does it actually take to live a Big Beautiful Life?It’s not something you arrive at. It’s something you create, one...
04/01/2026

What does it actually take to live a Big Beautiful Life?

It’s not something you arrive at. It’s something you create, one intentional step at a time. The compound interest of your decisions, your habits, and how you choose to live.

I’ve been writing my book, The Big Beautiful Life, and you can now sign up through the link in my bio or at www.thakerfinancial.com to get updates, release details, and early access.

This book isn’t about me. It’s about you.

It’s about living in alignment with your values.
Doing the inner work.
Learning to know, like, and trust yourself.
Choosing your life on purpose.
And being intentional about who’s on your team.

At the centre of it all are my five key principles to a Big Beautiful Life:

✨ Gratitude
✨ Nature (every day)
✨ The journey is inwards
✨ Self-love is a superpower
✨ Who’s on your team?

If you want to follow along, you can sign up through the link in my bio or at www.thakerfinancial.com

March is almost over — and this moment says it all.Taken after the Thaker Financial International Women’s Day Women & We...
03/31/2026

March is almost over — and this moment says it all.

Taken after the Thaker Financial International Women’s Day Women & Wealth lunch by the amazing photographer

A room full of women, real conversations, and a lot of laughter.

This is why I built the Women & Wealth Network.

I’m Jen Thaker — an award-winning Professional Financial Advisor, keynote speaker, and founder of Thaker Financial Inc.

I work with business owners and professionals as a big picture strategist — building financial plans that support their life, their business, and the choices they want to have.

And behind the scenes, I’ve been deep in edits on my book, The Big Beautiful Life — bringing my framework for building a life by design into words.

A financial plan is an act of self-care and self-love.
Security first. Then freedom to choose.

If you’re looking for that level of support, let’s connect.

And if you want to follow along with the book, you can sign up for my Big Beautiful Life newsletter through the Thaker Financial website: www.thakerfinancial.com

Women & Wealth with Thaker Financial ✨April event registration is open.These gatherings are intentionally created for wo...
03/31/2026

Women & Wealth with Thaker Financial ✨

April event registration is open.

These gatherings are intentionally created for women in business who value connection, meaningful conversation, and growing alongside other ambitious, supportive women.

This isn’t traditional networking. It’s real conversations, real connection, and a space where you get to show up as yourself.

To keep the space aligned and intentional, all Women & Wealth events remain invite only.

April 8 | Ladies Lunch
Self-Love is a Superpower
With me and guest speaker Rawda Tomoum, Registered Clinical Counsellor

Do you love yourself enough to choose the right people to be on your team?
A conversation on moving from negative self-talk toward self-love and authentic connection.

April 16 | Happy Hour
A more casual space to connect, continue conversations, and meet other women in the community.

I’m Jennifer Thaker, an award-winning Professional Financial Advisor, keynote speaker, and founder of Thaker Financial Inc. and the Women & Wealth Network. I work with business owners and professionals to build financial plans that support the life they actually want to live. I’m also the author of the upcoming book The Big Beautiful Life, helping people align their lives with their values and their vision of a Big Beautiful Life.
If you’re a woman in business who knows you’re meant for more — more alignment, more connection, more clarity — this is your room.

The first step is a Women & Wealth Discovery Call. I meet with every woman before her first event to keep this space intentional, supportive, and aligned.

DM and I’ll send you the link.

International Women’s Day with the Thaker Financial Inc. Women & Wealth Network ✨Real conversations. Real connection. Wo...
03/19/2026

International Women’s Day with the Thaker Financial Inc. Women & Wealth Network ✨

Real conversations. Real connection. Women showing up for themselves and for each other.

Our theme was The journey is inwards - one of the five key principles of a Big Beautiful Life, and a big part of my upcoming book, The Big Beautiful Life.

It was such an honour to share the stage with guest speaker Melissa McHenry of ThriveOps Labs .thriveops and her keynote was so beautiful: Instead of pushing harder, what if we looked inward, to the rhythms already shaping our energy and focus?

From there, we moved into the celebration. One of my favourite things to do at a Women and Wealth event.

I invited each woman to introduce who she is, what she does and to share what she’s celebrating right now — not just the big wins, but the growth, the decisions, the moments that matter.

To see each woman have her moment to speak and shine, and then feel the support from the group — that’s the real magic.

Thank you to Melissa .thriveops for such a meaningful conversation, to our moderator Mallory Gladman , and to Julie Bernard for capturing the afternoon so beautifully - so many more photos to come. And thank you to everyone for embracing the selfie with Jen tradition.

I’m Jen Thaker, an award-winning Professional Financial Advisor, author, keynote speaker, and founder of Thaker Financial Inc. and the Women & Wealth Network.

I work with business owners and professionals to build financial plans that support their Big Beautiful Life — with the right strategy and the right people on your team.

If you’re looking for a Financial Advisor, or want to be part of Women & Wealth, DM me to book a discovery call.

A huge thanks to .elbow for the beautiful space and service.

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Happy International Women’s Day 🤍Today is a day to celebrate the incredible women around us and the impact they have on ...
03/08/2026

Happy International Women’s Day 🤍

Today is a day to celebrate the incredible women around us and the impact they have on our families, communities, and businesses.

One of the most powerful things a woman can have is choice.

The choice to live a life that actually feels like your own.
The choice to follow what matters to you.
The choice to change direction when something no longer fits.
The choice to build something meaningful in your work, your family, or your community.
The choice to create your own version of a Big Beautiful Life.

Financial knowledge, support, and independence help make those choices possible.

Through my work at Thaker Financial Inc. and the Women & Wealth Network, I’ve had the privilege of working with hundreds of incredible women who are building businesses, raising families, creating community, and shaping lives that align with who they are.

Happy International Women’s Day.



Do you love yourself enough…• to have fun and actually enjoy the life you’re building?• to slow down and look inward whe...
03/04/2026

Do you love yourself enough…

• to have fun and actually enjoy the life you’re building?
• to slow down and look inward when something in your life needs attention?
• to surround yourself with the right people on your team?
• to make thoughtful decisions about your money and your future?

This question has been coming up a lot for me lately while editing my book The Big Beautiful Life.

The Big Beautiful Life begins with something I’ve never really written publicly before — five moments in my life where I almost didn’t survive.

Those experiences changed how I see everything. They’re the reason I learned early that health is wealth, why I finished my bucket list years ago, and why I eventually created what I now call my Live It List. Somewhere along the way I realized I was living intentionally, in alignment with my values — and that this was my Big Beautiful Life.

The five key principles came from that journey and guide how I live and how I work today:

✨ Gratitude
✨ Nature (every day)
✨ The journey is inwards
✨ Self-love is a superpower
✨ Who’s on your team?

For those newer here, I’m Jen Thaker — founder of Thaker Financial Inc. and the Women & Wealth Network, an award-winning Professional Financial Advisor, keynote speaker, and the author of The Big Beautiful Life.

Most days my work happens alongside business owners and professionals — men and women in Canada — helping them bring clarity and structure to their financial lives so their money supports the life they’re building.

As this next chapter continues to grow, I’m also looking for the right associate advisor — a woman in finance who wants to grow within an established practice and be part of building Women & Wealth and the Big Beautiful Life alongside me. If that’s you, or you know someone who might be a great fit, please connect us.

And if you’ve been thinking about working with a Financial Advisor — someone who can help you plan in alignment with your values so you can live your own Big Beautiful Life — dm for a link to book a discovery call.

📸 — thank you for being on my team and capturing these moments.

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