Jaclyn grew up along the St. Lawrence River with her three brothers in small-town Ontario. She began her career in financial services in 2014, after completing a Bachelor of Commerce in Accounting at McGill University. Prior to joining PWL Capital, Jaclyn was an associate advisor to clients seeking insurance solutions and responsible investment alternatives.

Since 2019, Jaclyn’s role is focused on building and implementing financial plans, as well as delivering ongoing investment advice and behavioural coaching. She is committed to simplifying financial management for clients, always striving to build rapport and provide excellent service. Jaclyn is an IIROC-licensed investment advisor and is currently working toward achieving her CFP® certification.

Outside the office, Jaclyn can be found running the nearest trail, cooking with headphones turned up, or just enjoying some down time with her family.

Jaclyn’s credentials include:

McGill University – BComm, Accounting

Contact the Capital Team

PWL Capital Team works with Canadians from coast-to-coast whose household investable assets total $2 million or more. Get in touch with us to find out more.
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