Even as a teenager, Jamie knew that he was meant to be a financial advisor. By working at his father’s home-building business while growing up in Powassan, Jamie learned the value of hard work and treating clients with empathy. At 16, he would accompany his parents to meetings with their financial advisor, and at 17, he started building his own investment portfolio.
Jamie graduated with a degree in economics from Wilfrid Laurier University and founded the Assante Powassan office in 1994. The business was built on a simple philosophy: only recommend strategies and solutions that you would follow yourself.
As a Certified Financial Planner® professional, Jamie enjoys collaborating with his team and specializing in retirement income and tax planning for individuals and corporations with investment portfolios exceeding $500,000.
When Jamie isn’t spending time with Lisa (his high school sweetheart + wife of over 30 years) and their two children, you can find him playing hockey with his lifelong friends.