Our Team

People recognize that in today's endless possibilities, unlimited information and limited time, it is critical that their financial assets be entrusted to a professional who considers the opportunities, weighs the risks and cares deeply about the result. With Jocelyn's team, they work to build and nurture a personalized relationship with each client in order to help them navigate through important choices, achieve their financial goals and security.

Jocelyn is a financial planner with over 30 years of experience providing holistic financial planning advice and services to high net worth families, business owners, business executives and senior management. With her experience and advanced training in the financial services sector, Jocelyn has a proven track record of providing comprehensive financial planning solutions, invaluable advice and a wide range of financial products and services to her clients. A Charted Professional Accountant (CPA, CGA) and Certified Financial Planner^TM (CFP), Jocelyn’s success is attributed to her professional, ethical, confidential and caring manner. Jocelyn started her career in small business accounting for professionals and business owners as well as personal income tax with KPMG (formerly Thorne Riddell).

Jocelyn was a Co-Chair, Major Gifts Division of the National Capital Region YMCA-YWCA Capital Campaign. She is a past President of Advocis (formerly Canadian Association of Financial Planners) Ottawa Chapter. A prior member of the Women’s Business Network from 1994 – 2006 serving in various board positions. In addition, over the past 15 years, Jocelyn has served on the boards of community organizations as well as those related to her profession. As a partner, businesswoman and mother of three, Jocelyn understands the demands of today’s family and the importance of developing a balanced life as well as a workable financial plan. In her leisure time, Jocelyn and Tom enjoy many activities including skiing, biking, hiking, travelling, social time with friends and down time at Red Pine Camp with her kids.

Financial planning, insurance and tax preparation services offered through Mackenzie Wealth Planners Inc.