Jacqueline Blake

Jacqueline Blake: Email & Phone Number

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Manager, Pooled Wealth Management & Fee-Based Planning at Wealthsimple|Ottawa, Ontario, Canada

Position:

Manager, Pooled Wealth Management & Fee-Based Planning at Wealthsimple

Location:

Ottawa, Ontario, Canada

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Last updated: 2025-09-25
Updated: 2025-09-25

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Work Experience 15 years

Manager, Pooled Wealth Management & Fee-Based Planning at Wealthsimple

Sep 2025 - Current

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May 2024 - Sep 2025

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Nov 2023 - May 2024

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Jan 2022 - Nov 2023

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Mar 2021 - Jan 2022

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Mar 2020 - Mar 2021

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Jan 2018 - Mar 2020

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Sep 2017 - Jan 2018

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Nov 2015 - Sep 2017

Client Money and Asset Administrator at Transact

Jan 2015 - Sep 2015

Business Lead at Ascentric

Jan 2014 - Dec 2014

Senior Dividends Administrator at Ascentric

Jan 2011 - Dec 2014

Jacqueline Blake started working in 2011, then the employee has changed 3 companies and 11 jobs. On average, Jacqueline Blake works for one company for 1 year 4 months.

Their professional focus is Account Reconciliation, Analysis, and Back Office across 3 core areas.

Education

Bachelor of Arts (BA) First Class Honours at St. Francis Xavier University

Pearson BTEC Extended Diploma in Strategic Management and Leadership at City of London College

Jacqueline Blake Namesakes

Name
Company
Position
Jacqueline Blake
Senior Director, Individual Donor Engagement
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