Jaclyn has more than a decade of experience working in the financial services industry. Her curiosity, attention to detail, and desire to put clients first have shown up in her various roles, which have included positions in compliance, client relations, and operations. In her current role as Head of Sustainability and Institutional Services, Jaclyn is responsible for providing a dedicated resource to the firm for ESG-specific research, engagement, and service as well as leading Burgundy’s Institutional client servicing efforts. Here, Jaclyn uses her diverse experience to progress Burgundy’s initiatives, achieve strategic goals, and uphold the firm’s values. An outdoors enthusiast and committed volunteer, in her spare time Jaclyn can often be seen hiking along the Bruce Trail, sailing or skiing and involved with various not-for-profit and charitable organizations.

Burgundy Experience

  • Joined Burgundy in 2016
  • Appointed a Vice President in 2022
  • Previous roles include: Legal & Compliance

Relevant Experience

  • 15+ years of combined professional experience
  • Experience includes positions at: Gluskin Sheff + Associates Inc., Excel Funds Management Inc.

Education

  • Bachelor of Science, University of Guelph
  • Certified Anti-Money Laundering Specialist

Memberships & Community

  • Board Member, Co-Chair Finance and Risk Committee, Bruce Trail Conservancy
  • Governor, North York General Foundation
  • Chair, Canadian Investment Performance Council, CFA Societies Canada
  • Former Board Member, National Society of Compliance Professionals
  • Member, Women Get On Board
  • Member, Women in Capital Markets