Jamie has over 15 years of financial industry experience, gained in diverse roles in Calgary. His financial acumen, built working closely with entrepreneurs and corporate boards, allows Jamie to guide clients to the appropriate investment products and services to meet their long-term objectives.
Jamie graduated from the University of British Columbia with a B.Comm., Finance. He is also a CFA charterholder, and has completed the Canadian Securities Course (CSC).
Currently the president of the CFA Society Calgary, Jamie formerly volunteered with The Calgary Foundation and Mount Royal University. In his spare time, he enjoys playing tennis and being active outdoors.