Jill Edmunds

Jill is a Portfolio Manager and Senior Wealth Advisor at iA Private Wealth, where she is the managing partner of one of the Oakville branches. She brings over 17 years of experience in the financial services industry, with a focus on portfolio management, wealth planning, and tax strategy, and manages the investment portfolios and retirement plans for hundreds of families across the GTA.

Prior to her time at iA Private Wealth, Jill spent over three years at the Canada Pension Plan Investment Board (CPPIB), where she was involved in fund manager selection and alternative investment strategies as part of a team overseeing billions in assets. She began her career at Deloitte, one of the world’s leading accounting firms, working on financial institution audits and consulting engagements.

Jill holds a Bachelor of Commerce from McGill University, with a concentration in Accounting and Finance, and has earned her CPA, CA and CFA designations.

She lives in Burlington with her husband and two young children. In her spare time, Jill enjoys playing tennis (with more persistence than natural talent), exploring new restaurants, travelling, and pursuing her passion for real estate.

Outside of her professional work, Jill serves as a Board Member of Roseland Park Country Club and sits on its Finance Committee. She is also a proud supporter of the Burlington Community Foundation, where she has established a donor-advised fund to contribute to a variety of charitable initiatives.