About Candice Jay

Candice has over 15 years of experience in the investment management industry and focuses on working with charitable foundations and high net worth families—including women, entrepreneurs and generational families—achieve their long-term financial goals. Strategic philanthropy is also an important part of Candice’s practice and she is passionate in working with clients to identify values and areas where philanthropy can play a role.

She holds the Chartered Investment Manager (CIM) designation, Master Financial Advisor of Philanthropy (MFA-P) designation and is a Fellow of the Canadian Securities Institute (FCSI).

Candice understands the importance of giving back to her community, and she is a current board member of the University of Toronto Alumni Association and UHN Impact Collective of the UHN Foundation. She is also a member of the Canadian Association of Gift Planners, leading engagement and mentorship for professional advisors in the GTA chapter and nationally.

In her spare time, Candice enjoys practicing yoga, playing golf and tennis, and taking hikes with her family and golden retriever, Sadie.

Typical Clients

High Net Worth families, Private and Public Foundations, Business Owners who are transitioning or sold their businesses, Widowed Women and Men, Divorced Women and Men and specialty in working with Farm Families.