Jacoline Loewen, ICD.D
DIRECTOR, HIGH-NET-WORTH RELATIONSHIPS
AREAS OF FOCUS
- Individuals & Families
- Foundations & Endowments
- Family Offices
Jacoline has been educated in five different countries, with 30 years in the finance industry. She joined Burgundy with a background in wealth management and corporate finance. Jacoline firmly believes in a holistic approach to investments and was naturally drawn to Burgundy’s client-centric philosophy. In addition to her dedication to client service, Jacoline actively contributes to the finance community, holding board positions and advocating for financial advice and education through her published works. In her spare time, Jacoline loves to paint Canadian landscapes, visit art galleries, read, and spend time in nature.
Burgundy Experience
- Joined Burgundy in 2023
Relevant Experience
- 30 years of combined professional experience
- Experience includes positions at UBS Bank (Canada) and Crosbie & Company
Education
- ICD.D designation, Institution of Corporate Directors
- Bachelor of Arts, McGill University
- MBA, The University of Witwatersrand
Memberships and Community
- Board Member, The Fraser Institute
- President, The Ticker Club
- Director, Advisory Board, ICD Institute of Corporate Directors, South West Ontario
- Member, Investment Committee, The Atmospheric Fund (TAF)
- Director, Advisory Board, Business Transition Forum (BTF)
- Activator, SheEO
POSTS FROM THIS AUTHOR
Passing the Torch
The Journal | October 2024
How do you pass the torch in a family business without letting the flame die out? As the great wealth transfer unfolds, many families face the challenges of preserving their...
Transitioning a Family Business
The Journal | January 2024
Are you a family business owner grappling with the challenges of generational transition? You’re not alone. The next generation has a different vision for their future, and the family...