Jamie believes that we can do better in the investment industry than what people have come to accept as normal. By using cost effective strategies and having your advisor’s compensation be determined by your outcomes, the chances of success increases dramatically. You and your investment advisor should have the same goals and share the same outcomes.

Using advanced technology can also make doing business much smoother so that you can concentrate on the things that are important to you. Your goals and the people who are important to you, not filling out paperwork in triplicate. Time is a commodity and having someone accessible and responsive to your needs is key.

We are also a strong believer in education and knowing our business well. Jamie has been in the investment industry for 17 years. He has been the Regional Vice President for Atlantic Canada for a global investment management firm, a financial advisor and most important to him a husband and father to two young boys.

Jamie is a CFA charter holder and has a BBA with a concentration in finance. Contact Jamie to schedule a complimentary consultation.