Jacoline B Loewen

Jacoline B Loewen

Director, Business Development, UBS Investment Management Canada Inc.

Jacoline Loewen is a Director of UBS Bank (Canada), with 25 years specializing in finance for the owners of private capital businesses and family firms, specifically financial planning for transitions. Previously, Jacoline worked in corporate finance focusing on acquisitions, restructurings, sales, successions and private equity financing. Jacoline Loewen has over 20 years’ experience working with owner-operators, family enterprises and with financial strategy.

Jacoline began her career with Granduc Mines and then, Deloitte, in their strategy unit. She developed a strategic planning model and published it in a book called “The Power of Strategy”. Jacoline joined the family firm. Loewen Partners where she worked with families to put in place succession plans to ensure viable, sustainable and growing firms and to bring in private equity as finance partners and for M&A. She then wrote “Business e-Volution” and “Money Magnet: How to Attract Investors to Your Business” (Wiley), used by Ivey School of Business, Ivey Business Family Centre, Ryerson University.

She is a Director of the Exempt Market Dealers Association (EMDA), Self Care Catalysts Inc., and previously served as a Director for the Strategic Leadership Forum. She is a member of the Toronto Atmospheric Fund and is also on the advisory board of the Canadian Dairy Manufacturers.

She is a regular columnist to the Globe & Mail, Business, and contributor to the National Post, Thomson Reuter, Profit and was a regular panellist on BNN: The Pitch. She serves as a guest lecturer at Ivey School of Business, Ryerson and Rotman School of Management. Jacoline holds an arts degree in Industrial Relations from McGill University and a MBA from the University of the Witwatersrand. Her MBA thesis was selected by Cambridge University and published by their Engineering faculty.