Jaclyn works closely with families and business owners to develop personalized wealth management strategies aligned with their long-term financial goals. Her approach is rooted in trusted relationships, disciplined guidance, and thoughtful solutions tailored to each client’s unique priorities.
With more than 12 years of experience in financial services, Jaclyn has built expertise across wealth management, portfolio strategy, and investment solution development. Her experience working alongside sophisticated wealth platforms and high-net-worth families allows her to combine technical investment expertise with highly personalized advice.
Jaclyn is a Chartered Financial Analyst and a graduate of McMaster University. She is passionate about financial literacy and actively volunteers with JA Canada, helping young people build confidence and knowledge around their financial futures.
Outside of work, Jaclyn enjoys life in Toronto with her partner and their dog. She values staying active, exploring the city’s vibrant neighbourhoods, and pursuing her passion for cooking.