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In Good Standing
First Certified in 2021

Jaclyn Archer (Jaclyn Cecereu)

Senior Wealth Advisor, Associate Portfolio Manager, PWL Capital Inc.

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Contact info

Phone Number343-803-0691

Disciplinary history

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No

Scheduled proceeding

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No

Client focus

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Intergenerational Families Retirees Widows/Widowers Women Young Professionals

Financial planning services offered

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Cross-border and international matters Education planning Estate planning Executive compensation and benefits Insurance Investment Professional corporations Retirement planning Small business/Business succession Tax planning

Payment model

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Fee for service: Percentage of assets

Location

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265 Carling Ave, 8, Ottawa, ON, Canada, K1S2E1

Directions

FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.