Jacoline Loewen or J. B. Loewen, MBA, is passionate about entrepreneurship and how to grow and manage wealth, legacy and family. Ms. Loewen shows you how to overcome common wealth creation issues while optimizing your investments so you can be in the investor’s seat and own, manage and nurture significant wealth like a champion.
Jacoline Loewen has over 20 years of experience in finance for high-achieving entrepreneurs and family businesses. She specializes in the transition from business owner and executive to managing wealth. She focuses on sudden wealth from sale of a business and the impact on the Founder, their family, inter-generational wealth transfer and philanthropy.
Ms. Loewen organizes entrepreneur events on FinTech, SAAS, IoT, AI, Private Equity, Philanthropy and Sustainable Investing.
Ms. Loewen has authored numerous works such as, Money Magnet: How to Attract Investors to Your Business, which is recommended as a text book on private equity and venture capital investing by Ryerson University and Ivey Business School, as well as Business e-Volution 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 panellist on BNN: The Pitch.
She was awarded top forecast for The Ticker Club Annual Economic and Stockmarket Forecast for 2016 and 2017 Investments. She is ranked # 6 in the Top 100 Family Business Influencers on social media and was awarded Top 50 Board Diversity.
She is a keen supporter of entrepreneurs and invests in various funds as a private investor.
She is a director on the Toronto Atmospheric Fund board with $100M assets to deploy and was Chair of the investment committee. She 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 a director on the Business Transitions Forum Board. She is a graduate from Rotman with the ICD designation. She is a supporter and donar to the McMichael Art Gallery and Gala Fund Raiser.