Personable, highly motivated, client-focused Certified Financial Planner with 20+ years of experience in financial services. Consistently provided the highest quality client service while developing investment, insurance and estate preservation and tax planning opportunities.
Upon graduating from the University of Manitoba with Bachelors (Honours) Degree in Finance as well as Bachelor Degree in Economics/Minor Philosophy, Jacklyn has built her career working one on one with clients at all stages of their financial lives. Assisting with the accumulation of assets and ultimately preserving those assets are common goals by advisor and clients. Working with a select group of high net worth clients, Jacklyn strives to create achievable and tailored solutions for clients for retirement, business planning and wealth transition.
Jacklyn is a Chartered Financial Planner since 1996 and Chartered Investment Manager since 2012. Originally from small-town Manitoba, she has lived, worked and golfed in Calgary since 1998.
