Profile Photo
Fiducia Wealth Management
Principal & Senior Wealth Advisor
May 01, 2019 2 years ago
CDFS CIM CLU FCSI FMA RRC TEP
Founding Member
Bio
Since 1999, Jamie has worked closely with Canadian families and business owners to help them maximize enjoyment of their wealth.
 
He began his career in Windsor, working with John Toews, a very well respected advisor and owner of Professional Financial Planning.  While originally intending to pursue a career as a security analyst at a brokerage house, the opportunity to work directly with clients changed his perspective.  The earnest relationships he enjoyed and the positive impact he could have on the lives of his clients and their families led Jamie to fall in love with his client-facing role as a Wealth Advisor.  As a result, he excelled at Professional Financial Planning and his role evolved into servicing the top echelon of the firm’s clients.
 
Over the years, Jamie has developed in depth expertise in all areas of wealth management including portfolio construction, risk management, insurance planning, retirement planning and tax, estate and legacy planning.  Jamie particularly enjoys working with owner-managers to help them unlock the value of their business and secure the wealth they have built for their family.  He is passionate about helping families use their wealth to achieve their life ambitions and charitable objectives while affording themselves the freedom to truly enjoy their time with family and friends.
 
Ultimately, Jamie strives to help his clients maximize the positive impact of their wealth in the lives of their families and loved ones.
 
In addition to an Honours Bachelor of Commerce Degree from Laurentian University, Jamie holds the professional designations of Certified Financial Planner, Chartered Investment Manager, Registered Retirement Consultant, Chartered Life Underwriter, Trust & Estate Practitioner, Certified Divorce Financial Analyst, Certified Hedge Fund Specialist and Financial Management Advisor.  He is also a founding member of the Financial Planning Association of Canada, a Fellow of the Canadian Securities Institute and a member of both the Society of Trust & Estate Practitioners (Canada) and The Canadian Tax Federation.
Personal Information
(905) 361-2030
Male
Mississauga
Undergraduate
Employer Information
Fiducia Wealth Management
Worldsource Financial Management Inc.
201 - 5705 Cancross Court
Mississauga ON L5R 3E9
Canada
(905) 361-2030
Practice Information
Principal & Senior Wealth Advisor
1999
MFDA
2-5
Fee based (AUM) Fee Only - Hourly Insurance Commission
Ontario
Ontario
No
Advocis STEP CIFPs
Corporate Financial Planning Corporate Insurance Planning Divorce Estate Planning Executive Compensation Financial Planning Group Insurance Planning Group Investment Planning Insurance Planning Investment Management Portfolio Management Retirement Income Planning Succession Planning Tax Planning