A Certified International Wealth Manager and Certified Financial Planner, Jamie strives to create a trusted partnership by providing clarity, insight and guidance for his clients through all of their life's stages.
With over ten years of expectance as a Wealth Advisor, Jamie provides a range of investment, financial planning and wealth protection services to individuals, families and health care professionals throughout the Island.
Jamie's educational background includes a Bachelor of Science in Engineering from the University of Manitoba in 1991. He made the Financial Planners Standards Counsel President's list in 2006, receiving one of the top three scores (out of nearly 1,000 candidates) on the Certified Financial Planners examination.
Jamie coaches his son’s soccer team and enjoys spending weekend with his wife Terri and children Carmanah and Mitchell camping and exploring the Gulf Islands on their boat. Jamie is an active sports enthusiast, and enjoys cycling, hiking and playing squash.