Vice President Regional Sales, Vancouver Island & the BC Interior
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.