Vice Pres­i­dent Regional Sales, Van­cou­ver Is­land & the BC In­te­rior

Investment Executive - - NEWS -

Jocelyn is an award-win­ning in­vest­ment sales pro­fes­sional and has more than 25 years of in­dus­try ex­pe­ri­ence. Most re­cently, Jocelyn pro­vided in­vest­ment coun­selling and de­signed port­fo­lios for high net worth fam­i­lies, foun­da­tions and not-for-profit or­ga­ni­za­tions for Con­nor Clark & Lunn Pri­vate Cap­i­tal Ltd. Based in the Vic­to­ria, BC, area, Jocelyn also men­tors stu­dents at the Gus­tavson School of Busi­ness at the Univer­sity of Vic­to­ria. Jocelyn holds the Char­tered In­vest­ment Man­ager (CIM), Cer­ti­fied Fi­nan­cial Plan­ner (CFP) and Cer­ti­fied Pro­fes­sional Con­sul­tant on Ag­ing (CPCA) des­ig­na­tions, among oth­ers. In her new role, Jocelyn brings com­pre­hen­sive knowl­edge of ad­vi­sory ser­vices, in­vest­ment man­age­ment and port­fo­lio so­lu­tions to help ad­vi­sors sup­port clients across Van­cou­ver Is­land and the BC In­te­rior. Also, she and her team will part­ner with ad­vi­sors to find new ways of at­tract­ing clients and de­vel­op­ing new busi­ness.

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