About me
I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
Investment Representative
Office: | 905-380-6403 |
Jacqueline has worked as Insurance Advisor with Canada Life, and Investment Representative with Quadrus Investment Services Ltd. for over 5 years. She’s dedicated to helping her clients grow and succeed. Thanks to her past business experiences and her work in the health and fitness industry, Jacqueline has the expertise to assist your growth whether your an affluent manager of a large corporation or a small business owner or something in between.
Jacqueline brings her commitment to excellence and her core values of trust, integrity, support, truth and effort to your financial portfolio.
Jacqueline has built her thriving financial services practice based on establishing trust relationships with her clients, using a need-driven financial security planning process. Now, with new product support and more services, Jacqueline is excited to exercise her practice by providing clients with all of their financial needs.
Business Mission
"My clients have the comfort knowing that their interests and needs come first. By using an investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar-cost averaging, and maintaining their long-term focus."
Supported by a team of experts
When specialized expertise is required, I have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.