Jillian is a member of Yorkville's Investment Committee, she works with the Portfolio Management team on a daily basis, completes portfolio reviews for clients and is responsible for creating publications on specific industries. She is part of the product development team and is responsible for the annual Simplified Prospectus Renewal. Jillian is constantly monitoring macro economic factors and major shifts in demographics in order to come up with new ideas for products, mandates and investment opportunities. Additionally, she plays an integral role in the financials for both the Heritage Yorkville Mutual Fund Corporation and Yorkville Asset Management.
Jillian graduated from University of Victoria with a Bachelor of Science and a Business Minor. Upon graduation she worked at Canaccord Genuity Inc. in Boston. She has completed her Canadian Securities Course (CSC) and has passed Level I of the CFA program.