Jamie Lyman is a Senior Investment Counsellor at RBC PH&N Investment Counsel where he is responsible for managing discretionary investment portfolios for private clients.
Jamie brings more than 25 years of investment experience to his role, having started his career in the investment industry in 1985. Prior to joining Phillips, Hager & North Investment Management in early 2004, Jamie was Vice President and Portfolio Manager at a major Canadian bank-owned investment management firm where he managed private client portfolios and was responsible for overseeing the firm’s B.C. regional operations.
Born and raised in Vancouver, Jamie has deep roots in local family business, which has provided him with a strong foundation to counsel high-net-worth families, professionals and entrepreneurs on all aspects of wealth management – from wealth accumulation to intergenerational wealth transfer and estate planning. To ensure that his clients receive the most comprehensive wealth management service possible, Jamie draws on the support and expertise of a team of tax, estate and other financial planning professionals.
Jamie is married with four children, and actively involved in his community – where he has volunteered and served on the boards of various charitable organizations. He is an active member of the Vancouver Board of Trade and enjoys golfing, skiing and coaching his children’s sports teams in his spare time.
Jamie holds the Canadian Investment Manager (CIM) designation from the Canadian Securities Institute and a B.Comm. (Finance) from the University of British Columbia.