Understanding Comes from experience
The depth and breadth of our experience has given us a well-rounded perspective on wealth planning. As our client, you can be confident we are always looking out for your best interests and striving to help protect you.In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.
As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.
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Finding the right client adviser to help you is a choice not to be taken lightly. That’s why we offer free wealth management planning consultations to walk you through your future financial needs, the scope of your goals, and your budget to retire.
Director, Business Development
Jacoline Loewen, MBA, ICD.D, is a best selling author and expert in Wealth Management. She is one of Canada’s leading wealth, legacy, founder and family business finance experts. Ms. Loewen's clients are entrepreneurs who transition from focus on business to managing their money. She helps overcome common wealth creation issues while optimizing investments in order to manage and nurture significant wealth with confidence.
Jacoline Loewen is head of business development, awarded top performer by her bank in 2017. Ms. Loewen has over 25 years of experience in finance for high-achieving entrepreneurs and family businesses. She specializes in the transition from business to sudden wealth from sale of a business and the impact on the Founder, their family, inter-generational wealth transfer and philanthropy.
Ms. Loewen established the Canadian FinTech series and collaboration with the Global FinTech Challenge by UBS, 2017. She organizes entrepreneur events by industry such as food, FinTech, Blockchain, crypto currencies, Ai, Private Equity, Philanthropy and Sustainable Investing.
Ms. Loewen has authored numerous works such as, Money Magnet: How to Attract Investors to Your Business, which is recommended as a text book on private equity and venture capital investing by Ryerson University and Ivey Business School, as well as Business e-Volution with the foreword by Cyril Ramaphosa, and The Power of Strategy. She is a regular columnist to the Globe & Mail and contributor to the National Post, Thomson Reuter, Profit and was a regular panellist on BNN: The Pitch.
In 2018, Jacoline was awarded the trophy for top market and stock forecast, 2017, by The Ticker Club. She is ranked # 6 in the Top 100 Family Business Influencers on social media and was awarded Top 50 Board Diversity.
She is a director on the Toronto Atmospheric Fund board and was Chair of the investment committee, is currently Chair of the OCAD University business catalyst advisory board, as well as former director on the Private Capital Market Association board. She is a director on the Business Transitions Forum Board. She is a candidate of the ICD. She is a supporter and donor to the McMichael Art Gallery and Gala Fund Raiser. Jacoline completed her ICD board director designation at Rotman. Working in finance since the first internet boom, Jacoline has hands-on experience with how individual behaviours and economic factors affect the finance industry. Staying ahead of the investment market’s frequent changes is Jacoline’s sixth sense.
Institute of Corporate Directors, 2018
CANADIAN SECURITIES INSTITUTE
B.A., Film & Music, 1994
Canadian Securities Course, 2016 Exempt Market Dealership, 2008
UNIVERSITY of WITWATERSRAND
Activities & Affiliations
• The Atmospheric Fund, Director of Board and Investment Committee
• OCAD University, Chair of the Business Incubator advisory board
• Private Capital Market Association, former Director of Board
Recognized as an Industry Leader
•Awarded #1 Market Forecast, The Ticker Club, 2017 and 2018