Jamie is engaged in the development of your highly customized and comprehensive financial plan- the true foundation of your experience and the measure of future success. As part of this planning process, Jamie explores
relevant financial, retirement, tax, will and estate strategies. He has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals.
Jamie is a graduate of the Business program at the University of New Brunswick. In addition, he holds the Chartered Professional Accountant (CPA, CA) designation. He has also completed, the Canadian Securities Course (CSC) courses through the Canadian Securities Institute and Levels 1 and 2 of the Canadian Institute of Chartered Accountants In-Depth Tax Program.
Financial planning and advisory services are provided by Scotia Capital Inc.