A successful team built around the same core values.
We are passionate about our beliefs and our desire to help our clients reach their financial and investment goals.
CIM, FMA, FCSI
Senior Investment Advisor
Jamie started his career in financial services in 1986 while working in a management role at a major financial institution.
In 1996, after ten years of financial services experience, Jamie decided to pursue a career as an independent financial advisor. Over 20 years later, Jamie has earned his position as one of the top advisors at Mandeville Private Client Inc. Through his dedication and firm belief in continuing education, Jamie has earned the coveted ‘FCSI’ designation. Fellow of the Canadian Securities Institute (FCSI) designation is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.
The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry.
Jamie’s success is the result of an unfettered commitment to help his clients achieve their long term success. He believes that a solid advisor-client relationship is the foundation for a successful client experience.
Jamie’s investment beliefs have been melded by over 25 years of investment experience. Drawing on the teachings and wisdom of some of the world’s greatest investment minds, Jamie follows a disciplined long term strategy of wealth creation and preservation.
Jamie balances a highly productive professional schedule with his love of his family, and his passion for golf.
Jamie is a Senior Financial Advisor with Mandeville Private Client Inc. and a Life Insurance Advisor with Mapledene Insurance Inc. Whatever your plan is, Jamie has the experience, education, and tools at Mandeville Private Client Inc. to achieve your success.
He is currently accepting new clients, and would be thrilled to meet with you to articulate a strategy to achieve your plan.