Jacoline Loewen

October 18, 2015

Business Transitions Forum, Vancouver, Tackles How to Value Your Company

Business Transitions Forum focuses on planning and transactional strategies guaranteed to smooth the transition of business ownership, while demystifying the process required to successfully sell your business. You will leave with the tools to create your own roadmap while understanding best practices and the roles played by expert advisors so that you can build your own team, if necessary. BTF’s large scale allows for anonymity if you prefer to blend into the crowd.

Jacoline B. Loewen, Featured Speaker and leader of BTF panel

I will be leading a panel of experts to discuss who are the experts that an entrepreneur needs to begin the process of transition. Questions that will be addressed include:

Where do I start and who can assist me?
What dictates how much my company is worth?
Who is buying businesses now and what are they looking for?
What tactics will maximize the value of my company while minimizing taxes?
How can I avoid compromising my marketplace while I look for buyers?
What will I do with the proceeds (and my identity) after the sale?
How can I assess the risks of succession within my family?
Why do so many business transitions fail?

Thinking about the future ownership of your business and don’t know where to start? Join us!

October 15, 2015

CBDC founder Pamela Jeffery names the Diversity 50 for Board Director positions

A leading voice in the fight to get more women and minorities on corporate boards in Canada has published its latest list of what it describes as highly qualified candidates.

Jacoline Loewen listed on the Diversity 50 for corporate boards

The Canadian Board Diversity Councilsays its so-called 2015 Diversity 50 Cohort includes eight men and 42 women, six of whom currently serve on FP500 or Fortune 500 corporate boards.

The diversity council says the group includes six aboriginal candidates, up from five in 2014, as well as 11 visible minorities. All were vetted under a process endorsed by participating CEOs from 11 large Canadian companies.

According to the council, the Diversity 50 initiative has resulted in 22 board appointments to FP500 or Fortune 500 companies since its inception in 2012.

Meanwhile, it says recent regulatory changes have highlighted the ongoing need to increase the number of female directors in Canada.

So-called "comply or explain" disclosure requirements adopted by securities regulators in most provinces and territories now require core TSX-listed issuers to disclose both their approach and progress in achieving greater gender diversity on their boards of directors.

"More women than ever before are sitting on Canada's corporate boards, but we need to do more," said CBDC founder Pamela Jeffery.

Jacoline Loewen

Director

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WEALTH

The question every wealthy person asks themself is "What does wealth mean to me?" The full and rich answer can take years to come to full light. In the meantime, money needs to be managed.in order to focus on wealth preservation and risk mangement.

In particular, we understand the entrepreneur and busines owner who has gone through transition and is now managing their sudden wealth. We assist them gain insight into their values and goals. From this foundation, we look to achieve a diversified portfolio with room to please their risk appetite, but also ensuring wealth for their family.

We build and execute your wealth strategy:

- Establish meaningful objectives
- Design up tailored portfolio strategies
- Select measurements to assess performance
- Culture of an open-mind

Our advice and process will intrigue you and help you:

-Work toward reaching your self-defined life goals
-Measure your progress to make better decisions
-Create a system that revolves around you, your family, your community

Twitter @JacolineLoewen

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Invited as expert on BNN The Pitch, CBC, Dragons' Den and published by National Post, Globe & Mail, Leadership, Business Entrepreneurs, The Journal, Women's Post, as well as author of three books.

Money Magnet by J. Loewen - Book Review

The feedback we have had about using the steps in Money Magnet is that business owners are surprised by how simple it is to understand, how much more money they can invest and earn and how shockingly few of their lawyers and accountants were aware of the benefits.

- Get factual case studies about the power of succession planning with strong life style goals. Do you want to retire rich - then understand the ROI of your business compared to the ROI of an investment portfolio.

- Know why selling your business is not the first option.

- Learn the Four Brutal Questions every Business Owner needs to know to attract investors.

- Find out how to know how much you need to fit your business, your lifestyle and your goals for wealth.

Other books by J B Loewen:
The Power of Strategy
Business e-Volution

See Jacoline Loewen on BNN TV Show The Pitch

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SERVICES

For 150 years, people have been trusting UBS to manage their wealth. We provide investment advice based on critical thinking and thoughtful research once we fully understand what you want to accomplish. Together, we create an all-encompassing strategy for your investments, estate and tax planning, risk management, and borrowing.
Our Focus: We build custom investment portfolios and wealth management strategies that draw upon UBS's global knowledge.
Our Clients: We work with individuals, families, and organizations with investable assets greater than $2,000,000
Our Services: At a minimum, you can expect quarterly performance reviews, ongoing investment management, and comprehensive Estate and Tax Planning services
Our Fees: Our typical all-inclusive tax deductible annual fee ranges between 1% - 1.5% of the money you invest depending on complexity
Our Process: We apply a prudent approach.

Rick Spence, National Post, review

"A lot of business people still have trouble with the concept of strategic planning. They wonder who should do it, and what it's for. I just encountered a great explanation of strategy. It comes from a book, The Power of Strategy by Jacoline Loewen.

"I think that strategy is very similar to the search for the Holy Grail. Renowned knights traveled great distances and overcame severe hardship in the struggle to find this sacred relic, the chalice used by Jesus at the Last Supper. Finally, Sir Galahad was the one who discovered that the Holy Grail is, in fact, within us. There is no right or wrong answer -- it is the journey that provides the learning, not the Holy Grail itself.

In strategy, it is the process of people going through the questioning and thinking that ingrains the strategy into their everyday actions, not the plan itself."

You can read a much longer excerpt from Loewen's book at

post by Rick Spence, Canadian Entrepreneur