Jacoline Loewen is an investment banker, advisor, author, and speaker based in Toronto, Canada. She is the founder and CEO of Loewen & Partners, an advisory firm that provides investment banking and wealth strategic advisory services to mid-market companies and founders.
With over 30 years of experience in the finance industry, Loewen has been a pioneer in the field of corporate finance and investment banking, particularly in the area of entrepreneurs, ESG investing and private markets.
She is known for her expertise in helping family-owned and closely held businesses transition to new ownership and management. She has authored three business books for entrepreneurs, which were recommended reading by universities., and she was a former contributor to the Globe and Mail.
For nine years, Jacoline headed business development for UBS Bank (Canada) Wealth Management, which serves the comprehensive needs of high-achievers and families of significant net worth. Positioning herself as navigator to each client’s blueprint, she focused on the client experience with UBS and ensures they get their goals heard. In particular, she guides entrepreneurs to Client Advisors, brings alive their complex wealth situations and incorporates these into their life goals, their family’s next generation inclusion, and their philanthropy plans.
Ms. Loewen is passionate about entrepreneurship and has engaged for decades in board directorships and volunteer activities that reflect her dedication. She serves as Director on the Institute of Corporate Directors SWO board, Director on The Atmospheric Fund (AUM $100M) board and investment committee, Director of OCAD Co. board and former Chair of the OCAD Innovation Catalyst. Jacoline also served as Director on the Private Capital Markets Association board and served fund raising and as a donor for the McMichael Art Gallery.
In 2018, Jacoline was recognized by her industry and awarded #1 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 the Canadian Board Diversity Council’s Diversity 50.