Jacqueline’s analytical mind has put her onto the path of training to become a Chartered Professional Accountant. She made this decision after working in the investment industry for many years and realizing that she loves the concept of using numbers to help clients make wise decisions.
While assisting a financial planner for a few years, she saw firsthand how important good information is to the clients’ planning process and successful outcomes. Other experience as an investment processor developed her attention to detail, but also led her to realize that she likes to have closer contact with clients.
Studying management accounting fits with her interest in serving family business clients in particular, and she enjoys gaining the experience and skills she needs to help Legacy Family Office’s family business clients thrive.
NOTE: Jacqueline’s Chinese name is Chia-Min, and all her credentials are issued in this name. Jacqueline is the English name she chose when she moved to Canada.