About Jacqueline Knoblauch, CFP^®, CLU^®

Client focus

As an Insurance and Estate Planning Advisor, I am dedicated to providing clients with sound financial management advice. I take an in-depth look at your business, personal life, assets, finances, risks and influences to build and implement an actionable plan that should ultimately result in higher net worth, lower risk, smaller tax liabilities and clarity along the way.

I specialize in tax planning for small business owners and finding creative ways to keep as much of your hard earned money with you and your family as possible.

I also work with high net worth families who want to create and maintain financial legacies for their children, grandchildren and chosen beneficiaries, including charities.

Guiding your planning journey

You are looking for personalized advice, and a practical approach to grow and protect your wealth. I work with your existing lawyer, accountant and investment manager to navigate the complexities of your personal and business needs. When needed, I draw upon the experience of other accomplished professionals equipped with the necessary skills and qualifications to support your overall plan.

I provide advice on key financial areas including:

• Insurance and wealth preservation
• Tax planning
• Retirement and income planning
• Business succession and transition
• Estate and Trust planning

Testimonials

“Jacqueline is knowledgeable, professional and diligent when working with my clients. I have high confidence in her ability to advise and serve my clients and address their tax, estate and insurance needs. She is collaborative and operates with integrity.”
- Matt Redshaw, Portfolio Manager

“Jacqueline has demonstrated substantial financial planning and insurance knowledge. Her best quality, though, is her ability to communicate respectfully and effectively with clients and professionals regarding personal and corporate matters.”
- Ewan MacLeod, Lawyer

Connecting

Let’s connect! I regularly share tax and industry updates, news about local events and general information I feel is useful to my network.
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