Certified Financial Planner (CFP)
Canadian Securities Institute (Financial Management Advisor)
Canadian Securities Institute (Canadian Securities Course)
Canadian Securities Institute (Conduct and Practices)
Canadian Securities Institute (Professional Financial Planning Course)
Canadian Securities Institute (Partners, Directors and Officers)
Licensed Life and Accident & Sickness Agent, Level II

Jamie joined the Firm in 2001 after 18 years in the financial services industry. For the previous four years he managed client portfolios as an Investment Advisor with one of Canada’s bank-owned firms. Prior to that, Jamie spent thirteen years in the foreign exchange and money markets as a broker with Harlow Meyer Savage Canada.

He and his wife Mary live in Oakville and have an active family life with their two children. Jamie’s personal interests include architecture, travel and cooking.