TEAM

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.