As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
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 and estate 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 Life Underwriter, Chartered Investment Manager®, Registered Retirement Consultant®, Certified Hedge Fund Specialist and Financial Management Advisor. He is also a Fellow of the Canadian Securities Institute, an affiliate member of the Society of Trust & Estate Practitioners (Canada) and a member of The Canadian Tax Federation.