Jocelyn Willoughby

Jocelyn Willoughby
Jocelyn Willoughby

Associate Portfolio Manager

CFP®

CIM®

BBA

Bring your financial future to life

Phone

Office

(519) 941-1137

Mobile

(289) 470-1099

Office Location

89 Broadway 2nd Floor Orangeville, ON L9W 1K2. map

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Jocelyn started her career in financial services in 1998, and joined TD Wealth Private Investment Advice in 2011. As a Senior Investment Advisor, Jocelyn holds the Certified Financial Planner and Chartered Investment Manager designations, as well as the Certificate in Retirement Strategy.  Her passion is to help people in Orangeville, Newmarket, Bradford, Aurora and Barrie optimize their finances and plan for the future. Together, with her team at Willoughby Wealth Management, Jocelyn is dedicated to providing truly personalized service. 

In the community, Jocelyn works with local charities and lives an active lifestyle in Ontario's beautiful outdoors with her Mini Labradoodle, Truffles.


Willoughby Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Phone

Toll Free

(888) 290-6886

Fax

(519) 941-4128

Branch Phone

(866) 641-2717

Branch Fax

(905) 456-1949

Certificates

CFP®

CIM®

BBA

Bring your financial future to life

At Willoughby Wealth Management, we view our relationship with you as a long-term commitment — one built on trust, transparency and shared goals for your future.

We understand that your future is about more than your money. That’s why we ask a lot of questions and listen carefully to your answers. We’re here to talk when you have concerns, and we will have candid and honest conversations about your progress. We work closely with you to help connect the puzzle pieces of your financial life, so they fit seamlessly together.