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.

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 obtained her CFP® certification in 2021.

Jaclyn’s credentials include:

McGill University – BComm, Accounting

Certified Financial Planner (CFP®)

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PWL Capital Team works with Canadians from coast-to-coast whose household investable assets total $1 million or more. Get in touch with us to find out more.
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