Jacqueline Hewson, MBA
I was born and raised in Kitchener - Waterloo and currently live in Breslau with my husband Adam, my son Aiden and daughter Avery. I completed my MBA at Wilfrid Laurier University. I have worked in the Financial Services Industry for 26 years. Starting my career as a CSR, I learned I had a passion for working with clients, the financial system and Investing. I have had the opportunity to work in different areas of the bank and for the last 6 years in Wealth Management.
I believe that investments are just one aspect of generating wealth.
I believe only 10% of clients that work with an Advisor have a unique and living financial plan. That is, their plan is updated to reflect changes in their lifestyle and events that impact their finances.
I believe that through educating my clients, unrealized needs and goals are surfaced, and that we are able to build these into your unique plan.
As an Investment Advisor, I place a strong emphasis on Financial Planning, ensuring that your unique Wealth Goals and Financial Dreams are realized. By matching your needs with the right investments you will meet your goals.