Jaclyn Carmichael
Financial Planning Specialist helping Canadians protect, grow, and transition their wealth, whether living in Canada or moving abroad.
✅ 10+ years of experience in wealth protection and financial planning
✅ Expertise in retirement planning, insurance, and cross-border strategies
✅ Trusted advisor to clients across Canada, the U.S., and internationally
About Jaclyn
Jaclyn is one of our Financial Planning Specialists at Blueprint Financial. She helps Canadians protect their assets, navigate cross-border moves, and design retirement strategies that maximize income while minimizing tax.
With over a decade of experience in financial education and client service, Jaclyn brings clarity to a complex industry. She makes insurance and retirement planning understandable, relatable, and tailored to real-life goals.
Known for her calm, thoughtful approach, she helps clients make confident, informed decisions with peace of mind.
Why Work with Jaclyn?
✅ 10+ years of experience helping Canadians and business owners protect wealth and plan for the future.
✅ Specialist in cross-border and exit planning for Canadians
✅ Expert in tax-efficient, retirement, and legacy strategies
✅ Collaborates with Blueprint’s financial and cross-border tax teams
✅ Known for her clarity, professionalism, and patient, client-centred approach
✅ Trusted by families, professionals, and business owners across North America
✅ Acts as a cross-border project manager, coordinating tax, legal, and wealth experts to ensure seamless execution