Senior Investment Advisor
CFP®
Jamie has been working within the Investment Industry for the past 27 years and advising families and business owners for the past 21 of those years. As an Investment Advisor he specializes in Retirement and Investment planning that will provide a road map for clients and their families as they move through the many stages of life.
Jamie works with TD Wealth Private Investment Advice as an Investment Advisor, and he is also a Life Insurance Advisor with TD Wealth Insurance Services. Jamie's main goal is to provide comfort for Families, so they know there is someone looking out for their financial well being day in and day out. Jamie holds the Certified Financial Planner (CFP®) designation and continues to endeavor to stay on top of the ever changing industry, by taking various continuing education courses.
Jamie uses a broad range of comprehensive Investment and Retirement planning tools that allows him to develop customized Investment and Retirement plans to suit each family individually. Having a broad cross section of clients allows him to bring a lot of perspective to his planning and he is able to truly individualize his products and planning for his clients.
When Jamie isn't working for his clients, he enjoys spending time with his wife, son and daughter. He still continues to play hockey and is also heavily involved in volunteering with his sons hockey and baseball teams.