Jocelyn Song, MBA, PFP, CIM, FCSI
Jocelyn Song is a financial professional, educator, and community organizer based in the Greater Toronto Area. She holds an MBA from the University of Toronto’s Rotman School of Management and has experience in both financial services and post-secondary education.
Beyond her professional work, Jocelyn is passionate about making financial knowledge, lifelong learning, and meaningful conversations more accessible to the community. She regularly organizes and hosts community-based educational and social events across the GTA.
Her ongoing programs include wealth and legacy planning seminars, community book clubs, English conversation meetups, and Money Talks, an English-language financial literacy series exploring money, personal finance, investing, and everyday financial decisions through accessible conversations.
Across these initiatives, Jocelyn’s goal is simple: share knowledge, encourage meaningful conversations, and create opportunities for people to learn, connect, and grow together.