Jacqueline has worked for eight years in the financial services industry, creating in-depth customized financial plans, and providing comprehensive advice for clients.
As a graduate of British Columbia Institute of Technology (BCIT), she has an education in Financial Management, with a concentration in Financial Planning.
Using a disciplined and analytical planning process, Jacqueline can work with you to develop a highly customized and comprehensive financial plan. As part of this planning process, Jacqueline explores relevant financial, retirement, tax, will and estate strategies. Your financial plan will identify specific gaps and opportunities to help you establish and achieve your goals in line with your priorities.
Financial planning and advisory services are provided by Scotia Capital Inc.