Jacoline Loewen works with high-achievers and their families. She helps clients navigate their complex situations and incorporate these into their financial, professional and philanthropy goals. Positioning herself as navigator to each client’s blueprint, she focuses on the client experience and those undergoing business and personal transitions.
Jacoline leads business development for UBS Bank (Canada) Wealth Management and drives the FinTech development in open banking.
Jacoline is the author of three best-selling business books, used as text books by universities.
Jacoline is engaged in entrepreneur organizations as director on The Atmospheric Fund (TAF), and former Chair of TAF investment committee, Chair of OCAD advisory board, Ivey University Business Plan Competition and the. She served on the Private Capital Markets Association board and the McMichael Art Gallery.
In 2018, Jacoline was awarded #1 Market & Stock Forecast by The Ticker Club. In 2017, she was ranked #6 on the Top 100 family business influencers on social media. She was selected for 50 diverse board-ready candidates in the Canadian Board Diversity Council’s Diversity 50.
Jacoline is a guest columnist to the online platform of the Globe & Mail, serves as a guest lecturer at Ivey, Ryerson and Rotman Universities, was an honorary director of the Rotman School of Management MBA IMC program, and a regular panelist on BNN: The Pitch.