Financial Planner, Investment Advisor, CFP®, BComm. Jaclyn Cecereu Jaclyn joined the Capital team at the beginning of 2019, bringing with her an industrious spirit and pragmatic mind. Her role involves onboarding new clients, assisting in daily portfolio management, and analysis of long-term financial plans. She is committed to simplifying the ins and outs of financial management for clients, always striving to build rapport and provide excellent service. contact Menu contact contact 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. 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 IslandQuebecSaskatchewanYukonInvestable Assets*$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 - $10,000,000$10,000,000 + How did you hear about us?*ReferralYouTube - Common Sense InvestingRational Reminder PodcastRadio AdvertisingSocial MediaMedia and PressGoogleOtherWhy do you want work with PWL?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.