Since 1999, Jamie has worked closely with Canadian families and business owners to help them maximize enjoyment of their wealth.
He began his career in Windsor, working with John Toews, a very well respected advisor and owner of Professional Financial Planning. While originally intending to pursue a career as a security analyst at a brokerage house, the opportunity to work directly with clients changed his perspective. The earnest relationships he enjoyed and the positive impact he could have on the lives of his clients and their families led Jamie to fall in love with his client-facing role as a Wealth Advisor. As a result, he excelled at Professional Financial Planning and his role evolved into servicing the top echelon of the firm’s clients.
Over the years, Jamie has developed in depth expertise in all areas of wealth management including portfolio construction, risk management, insurance planning, retirement planning and tax, estate and legacy planning. Jamie particularly enjoys working with owner-managers to help them unlock the value of their business and secure the wealth they have built for their family. He is passionate about helping families use their wealth to achieve their life ambitions and charitable objectives while affording themselves the freedom to truly enjoy their time with family and friends.
Ultimately, Jamie strives to help his clients maximize the positive impact of their wealth in the lives of their families and loved ones.
In addition to an Honours Bachelor of Commerce Degree from Laurentian University, Jamie holds the professional designations of Certified Financial Planner, Chartered Investment Manager, Registered Retirement Consultant, Chartered Life Underwriter, Trust & Estate Practicioner, Certified Hedge Fund Specialist and Financial Management Advisor. He is also a Fellow of the Canadian Securities Institute, a member of the Society of Trust & Estate Practitioners (Canada) and The Canadian Tax Federation.
Lisa is an invaluable asset to our team as well as a reliable and efficient resource for our clients.
She carries the strength of more than 10 years’ experience in the financial services industry, holding positions at both the advisor and branch level. This includes roles as an Administrative Assistant at Levesque Securities and as a Branch Administrator at RBC Dominion Securities.
Lisa aides in the preparation of client files for meetings as well as routine handling of administrative inquiries and appointment bookings. Ultimately, she helps ensure the fulfilment of our commitments to our clients.
The quality of the relationships we hold with our clients is the foundation of our business. Lisa’s personality and her ability to take ownership of tasks to ensure the highest service level has made her a trusted custodian of those relationships. Our clients have come to truly value and enjoy her as a part of our team.
Lisa lives in Mississauga with her three lovely children.
A Certified Financial Planner® professional – recognizable by the CFP marks after a planner’s name – has achieved and maintains internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.
The CFP designation is recognized internationally for excellence in financial planning. There are approximately 17,000 CFP professionals across Canada, part of an international network of 150,000 individuals who have earned CFP certification in 26 territories around the world.
Why is the designation of your financial planner so important? In most Canadian provinces, there is no legislated standard in place for those who offer financial planning services. With the exception of Quebec, people who call themselves financial planners are not required to obtain any credentials whatsoever.
CFP professionals demonstrate their financial planning competence through extensive education, a rigorous standardized national examination process, comprehensive continuing education requirements and accountability to FPSC for a code of ethics, practice standards, and the rules and regulations of their professional body.
Look for the CFP marks to ensure you are receiving the standard in financial planning. Don’t settle for less.
The Chartered Life Underwriter (CLU®) designation is Canada’s premier wealth transfer and estate planning designation.
The CLU is an advanced designation that expands on the knowledge gained in the CFP®education program with a focus on estate planning and wealth transfer.
What it does
The CLU designation provides the education needed to differentiate one’s practice in complex wealth and estate-transfer markets placing CLU designation-holders in the unique position of helping Canadians build and preserve wealth.
How it helps you
The Association was granted the authority by Act of Parliament to confer the CLU designation as far back as 1924.
The CLU is recognized as an elite designation in the financial services industry and is respected by clients and financial practitioners alike.
The Chartered Investment Manager (CIM®) Designation is a leading industry standard that is recognized by the Canadian securities regulators. It ensures that those who earn it have the knowledge, skills and tools necessary to evaluate and manage the most complex aspects of your investment portfolio.
An important aspect when shopping around for a suitable advisor is to find an expert who is not only capable of providing you with advanced service and advice but is also held to a high professional standard that encompasses both best practices and ongoing continued education. All CIM® professionals are required to abide by a Code of Ethics and must fulfill work experience and ongoing educational requirements.
Representing unrivalled professionalism and excellence, the Fellow of CSI (FCSI) is the pinnacle credential and highest honour in the financial services industry. It is reserved for an elite group of financial services professionals who have met the highest standards for industry experience, advanced education, ethics and solid endorsement from their peers and superiors.
The Fellow is awarded to distinguished leaders who set and exceed the standards for professional integrity and excellence. Its stringent requirements make it a challenging credential to obtain and maintain, and so FCSIs are some of the most dedicated professionals in financial services.
Over the past 35 years, more than 3,500 FCSIs have been charged with leading the financial services industry. Their commitment to their profession and to the industry as a whole makes them the most sought-after individuals in financial services.
The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.