Your family has unique goals, objectives, and dynamics. Jamie takes a logical, practical, and caring approach to learning about you, your family, your business, and your respective circumstances.
As a Portfolio Manager & Wealth Advisor at RBC Dominion Securities, Jamie works with high-net-worth families, professionals, business owners and not-for-profit organizations providing trusted Wealth Management advice around investment management, estate planning, tax efficiency, and insurance strategies.
Jamie’s 25 years of experience in the financial services industry, his educational background including a Bachelor of Commerce degree in Management Economics and Finance from the University of Guelph and holding the professional designation – Chartered Investment Manager (CIM) – allow Jamie to provide Private Investment Management; our premier level of discretionary wealth management designed to free you from the day-to-day details of managing your wealth.
Jamie has a passion for planning, and develops long-term relationships based on managing risk, being fair and transparent with fees, and providing trusted advice tailored to your needs.
Call Jamie at 613-345-7750 and together you can discuss creating a strategy for your future.
