Coralee Jacobson

Executive Assistant

Coralee was born and raised in a small farming town in Manitoba. After finishing college, she started her career using her love for numbers as a bookkeeper in Winnipeg for a printing company.

After meeting, her now husband, they lived in Calgary and Kelowna before moving overseas to Australia. What was supposed to be a 8-12 month trip turned into 8 years, 2 kids and a dog!

She was able to travel and see many countries during her time living abroad, it was an amazing adventure. Since returning to Kelowna she has wanted to get back into the finance Industry but was looking for the right place.

When the opportunity at Lakeside Financial presented itself, it seemed like the perfect fit. Here, she is able to use her excellent customer service skills and love for numbers every day.

During her free time, she loves watching her daughter and son grow and learn new things while keeping their lives full of fun and adventure through camping, hiking, kayaking or anything outdoors!”