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Jacoline Loewen
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Jacoline Loewen
Director, Business Development, UBS (Canada)


Email: jacoline.loewen@pcmacanada.com
Telephone: 416.345.7012
www.ubs.com


Jacoline Loewen is a Director, Business Development at UBS (Canada), voted best private bank globally 2013 and 2014 by Euromoney.

Jacoline Loewen was also a Director of Crosbie & Company Inc., an Exempt Market Dealer, specializing in finance for owner operators and family businesses, specifically acquisitions, restructurings, sales, successions and private equity financing.

Jacoline began her career with Granduc Mines and then Deloitte in their strategy unit. She developed a strategic planning model and published it in a book called "The Power of Strategy”. She also wrote "Business e-Volution" and "Money Magnet: How to Attract Investors to Your Business” (Wiley), which has been used by Ivey as a text book.

Jacoline is on the advisory board of DCL International, Bilingo China and Flint Business Acceleration. She has been a Director for other Boards such as the Strategic Leadership Forum.

She is a regular panellist on BNN: The Pitch, a contributor to the Globe & Mail and National Post, serves as a judge for the Richard Ivey School of Business’ Business Plan Competitions and is a guest lecturer at Ivey and Rotman Universities. Jacoline holds an arts degree in Industrial Relations from McGill University and a MBA from the University of the Witwatersrand. Her MBA thesis was selected by Cambridge University and published by Cambridge’s Engineering faculty.


Publications

Why running a family business is like building a cathedral, The Globe and Mail, September 30, 2014

As business owners age they need to ask themselves three questions, The Globe and Mail, September 2, 2014

Selling the family business: legacy or leftovers, The Globe and Mail, August 15, 2014

Four ways business owners can minimize personal financial risks, The Globe and Mail, August 12, 2014

Four ways family businesses share in the financial decision making, The Globe and Mail, June 17, 2014

Five ways investing is like owning a small business, The Globe and Mail, May 27, 2014

How to get the 'time to sell my business' conversation started, The Globe and Mail, April 22, 2014
HIG Growth Partners invests in CDI Computer Dealers, PeHUB, January 27, 2014

Three ways for family businesses to stay entrepreneurial, The Globe and Mail, January 29, 2014 
Institutional bond issue supports First Nation buyout of River Cree Resort and Casino, PeHUB, January 24, 2014
Canadian SMEs Snapping up U.S. Companies, Profitguide.com, December 6, 2013
Canadian M&A deal-making still slow, despite higher values, PeHUB, November 27, 2014

When Acquisitions Become Drivers of Innovation, www.pehub.com, September 9, 2013

Selling your business? Avoid these five common pitfalls, The Globe and Mail, August 20, 2013 

The best mergers get the timing right, The Globe and Mail, July 23, 2013
How to make your business more attractive for sale, The Globe and Mail, June 25, 2013
Do Business Owners Have a Bias Against Risk? by Jacoline Loewen, Exempt Market Update, Issue 3, February 2013
The Difference a Prepared Board Can Make by Colin Walker and Romit Malhotra, Crosbie & Company Inc, Issue 3, February 2013

The right way to sell a family business, the Globe and Mail, May 2013

Good lawyers get up close and personal with family businesses, the Globe and Mail, April 2013

Smart planning attracts fresh talent to aging architecture firm, the Globe and Mail, March 2013
Is your business ready to move on without you? the Globe and Mail, February 5, 2013

6 Reasons to Work With an Exempt Market Dealer (EMD)

6 Bear Traps When Negotiating the Term Sheet

Family firms tend to reject outsiders, The Globe and Mail, July 27, 2011

French giant invests in Hamilton manufacturer

Quotas would get more women into the board room

Bermingham Foundation Solutions announces significant investment from Soletanche Freyssinet

Speaking Engagements

February 09, 2012, The National Club: Speaker Panel - Buying or Selling A Private Company

March 8, 2012, EMDA Celebrates the International Women's Day. Click here to view the presentation.


Selected Published Work

Money Magnet: How to Attract Investors to Your Business
e-Business Revolution - How to Use the Internet in Your Business
The Power of Strategy - How to do Strategy to Grow Your Business

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