BSc, CIM, CFP, CLU, CHS
Jacqueline joined NWM in 2012 with over 14 years of experience in financial services. She has provided comprehensive financial planning solutions since 2006, and enjoys working closely with clients to develop and implement customized wealth accumulation and retirement income strategies, tailored for each client’s unique circumstances.
A graduate of UBC with a Bachelor of Science, Jacqueline also holds the designations of Chartered Investment Manager, Certified Financial Planner, Chartered Life Underwriter, and Certified Health Insurance Specialist.
She is licensed with the BC Insurance Council and completed numerous Canadian Securities Institute courses with honours, including the Canadian Securities Course, Conduct & Practices Handbook, Professional Financial Planning Course, Portfolio Management Techniques, and Canadian Insurance Course.
Jacqueline is a member in good standing of the Financial Advisors Association of Canada (Advocis) and the Financial Planners Standards Council (FPSC), and subscribes to their respective codes of ethics and rules of conduct.
Question & Answers
To have the time to train and run marathons in different cities around the world, and to find the best places in these cities to gorge myself afterwards!
What languages do you speak?
English and Cantonese
French fries and chocolate (but not together)
Just about any Sauvignon Blanc from the Marlborough region in New Zealand
Does mini-golf count?