Financial Planner, Investment Advisor, CFP®, BComm Jaclyn Cecereu Jaclyn is a Certified Financial Planner and an IIROC-licensed Investment Advisor at PWL Capital. contact Menu contact contact Jaclyn grew up in South Glengarry, a small community outside Ottawa, and earned a degree in accounting from McGill University. She began her career in financial services in 2014, and over time acquired various certifications including her CFP. Jaclyn’s role is focused on providing fiduciary and evidence-based advice to her clients, as well as behavioural coaching in financial decision-making. She brings logic, transparency and reason to her clients’ financial lives, with an ultimate focus on happiness and wellbeing. Jaclyn is a proud mother, wife, daughter, sister, and friend. Outside the office she can be found enjoying a quiet moment with her family. You can find her on Twitter and LinkedIn. Contact the PWL Capital Team We offer comprehensive Wealth Management services to families accross Canada. We look forward to gaining a better understanding of your individual needs and discuss how we can best serve you. Please complete the form below and we will get in touch with you shortly. 1About You2About Your Investments Name* TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last Email* Phone*City ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukon How did you hear about us?*ReferralYouTubePWL Live Event (Webinar, Q&A)Rational Reminder PodcastSocial MediaRational Reminder CommunityMedia and PressGoogleOtherInvestable Assets*under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 +Prefer not to discloseHow can we help?What are you looking for from PWL? Check all that apply Better investment performance Investment philosophy Financial planning Estate planning Tax planning Insurance planning Other Please specify How do you currently manage your investments? I have never invested before I manage my own investment portfolio I use a Robo advisor I work with a financial advisor I have accounts with more than one financial advisor Subscribe to the Rational Reminder Newsletter. Yes, I want to subscribe to the Rational Reminder Newsletter. Δ