Jacoline Loewen

Jacoline Loewen

Director, UBS Investment Management Canada Inc.

Jacoline Loewen, head of business development for UBS Bank (Canada), is an expert on wealth management, family office, philanthropy, legacy and family business. Prior to joining UBS, Ms. Loewen has over 20 years of experience in finance for high-achieving entrepreneurs and family businesses. She specializes in the transition from business to sudden wealth from the sale of a business.

In 2018, Jacoline was awarded #1 top market and stock forecast, 2017, by The Ticker Club. She is ranked # 6 in the Top 100 Family Business Influencers on social media and was awarded Top 50 Board Diversity.

Jacoline is director on the Toronto Atmospheric Fund board and was Chair of the investment committee, is currently Chair of the OCAD University business catalyst advisory board, as well as former director on the Private Capital Market Association board. She is also on the Business Transitions Forum Advisory Board. She is a supporter and donor to the McMichael Art Gallery and Gala Fund Raiser. Jacoline is currently completing her ICD board director designation at Rotman.

Ms. Loewen is the author of the best seller book, Money Magnet: How to Attract Investors to Your Business, which is recommended as a textbook on private equity and venture capital investing by Ryerson University and Ivey Business School, as well as Business e-Volution  with the foreword by Cyril Ramaphosa, and The Power of Strategy.  She is a regular columnist to the Globe & Mail and contributor to the National Post, Thomson Reuter, Profit and was a regular panelist on BNN: The Pitch.

Ms. Loewen established the Canadian FinTech series and collaboration with the Global FinTech Challenge by UBS, 2017.  She organizes entrepreneur events on FinTech, Blockchain, crypto currencies, IoT, AI, Private Equity, Philanthropy and Sustainable Investing.