Fundraising Fox

Jaclyn Luca

Investor

Executive Assistant at Klass Capital

Canada

About

Joined Klass Capital in 2025 with over 16 years in financial services, previously at Scotiabank including seven years in Wealth Management. Provides executive support to the leadership team.

Experience

  1. Klass CapitalExecutive Assistantcurrent2025 β€” present
  2. ScotiabankAssociate Private Banker2018 β€” 2025Toronto, Ontario, Canada
  3. ScotiabankFinancial Advisor 52015 β€” 2018Newmarket, Ontario, Canada
  4. ScotiabankFinancial Advisor2014 β€” 2015Thornhill, Ontario
  5. ScotiabankFinancial Advisor2014 β€” 2015richmond hill
  6. ScotiabankCustomer Service Representative2009 β€” 2014Ontario, Canada

Education

  1. Humber CollegeFashion Arts2008 β€” 2009
  2. The Canadian Institute of Financial PlanningFinancial Planning and Services2016
  3. George Brown Polytechnic Continuing EducationCulinary Arts/Chef Training
  4. Canadian Securities InstituteInvestment Funds In Canada

Skills & more

Microsoft Office4Microsoft Word3PowerPoint1Personal Banking1Time Management12Sales2Banking4Customer Service8Finance2Mutual Funds4Financial AdvisoryCredit
+12 moreRetail BankingRetirementInvestmentsSocial NetworkingTeam BuildingFinancial AnalysisOrganization SkillsTeam WorkerCommunicationManagement SkillsFast LearnerMotivated self-starter

From Jaclyn's professional profile.

Colleagues at Klass Capital

Frequently asked questions

Where does Jaclyn Luca work?
Jaclyn Luca is Executive Assistant at Klass Capital.

Same school

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