Jamie has spent more than thirty years living and working in Ottawa. He works with more than 500 businesses in Ottawa, Nunavut and throughout the rest of Canada.
Recognized as an industry leader in both group benefits and financial planning, Jamie is known for his big-picture thinking, transparency and his ability to explain complex subjects in clear and simple terms.
Working with a broad cross section of successful business owners gives Jamie insight into the marketplace and challenges and pitfalls that come with operating a business. With this unique perspective, Jamie is able to help people anticipate, prepare and avoid many of these pitfalls.
Jamie holds membership in CALU (Canadian Association of Life Underwriters) , he is a longstanding member of the Financial Advisors Association of Canada, and a past recipient of the Ottawa Business Journal’s Forty Under 40 Award.