Candice Jay, CIM®, FCSI®

Vice President, Account Manager

Joined: 2011
Location: Toronto

Candice Jay is a Vice President at Pembroke Private Wealth Management since December 2011 and currently serves as a Financial Advisor and Alternate Branch manager in the Toronto office. She has clients nationally with a concentration in Ontario and regional responsibility in British Columbia.

Before joining Pembroke Private Wealth, she worked with clients on their investment portfolios at HSBC Global Asset Management, Private Investment Management since 2007.

Candice is passionate about helping women, entrepreneurs and families with wealth transfer needs to fulfill their investment goals. She works holistically with client’s existing trusted advisor circle and is always happy to refer professionals to help them.

Candice graduated from the University of Toronto with a Bachelor of Arts, specializing in Marketing. She received her Fellow of CSI (FCSI®) designation and Chartered Investment Manager (CIM®) designation. Candice passed Level 1 of the CFA examination in 2008 and has completed the Branch Managers Course, Partner Directors and Officers Course, and the Institute of Corporate Directors/Rotman Not For Profit Governance Essentials Program.

In 2016, Candice was awarded the WCM (Women in Capital Markets) Emerging Leaders Executive Coaching Award and in 2017, the University of Toronto’s Desmond Parker Young Alumni Award of Excellence.

Candice is active in her community supporting and volunteering with the Canadian Association of Gift Planners (CAGP) and the Forum of Women Entrepreneurs (FWE) in Vancouver and Toronto. She was a past Director at the Toronto Chinese Business Association and appointed to be a member of University of Toronto’s College of Electors (2014-2018).

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