Jamie has spent more than thirty years living and working in Ottawa. He works with more than 250 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 is a qualifying member of the Million Dollar Round Table (MDRT), holds membership in CALU (Canadian Association of Life Underwriters) , a longstanding member of the Financial Advisors Association of Canada, and a past recipient of the Ottawa Business Journal’s Forty Under 40 Award. He also serves on the Boys and Girls Club ski-a-thon committee, and volunteers at the Racing Club de ski Mont Tremblant, where he cheers on his two sons – who will soon be faster than their dad.