Associate, Investment Counsel Services
Jacqueline has acquired over 10 years of experience in the investment industry and possesses over 20 years of customer service experience. Jacqueline joined Manulife Private Wealth as an Analyst supporting the Investment Counsel Team. She has quickly become an integral part of our service team supporting our investment counselors nation-wide, our robust advisor network and our high net worth clients.
Prior to joining Manulife, Jacqueline was a Senior Service Coordinator for one of Canada’s largest independent investment management firms providing exceptional service and support to the investment counseling team. She later transitioned to support an elite wealth management team as a Portfolio Service Administrator where she continued to support and maintain client relationships in the Private Wealth sector for the founding leaders. Jacqueline also possesses a Bachelor of Science in Nursing, graduating from Ryerson University.
Jacqueline exhibits a strong passion and love for the gym and welcomes tough endurance challenges that tests her physical and mental limits. When she is not at the gym, she enjoys spending time with her husband, Patrick, and her daughter, Malia.