With over 20 years experience guiding client's portfolios and creating customized financial plans, Jamie has built a wealth of knowledge in creating tax efficient portfolios and custom tailored financial solutions. Since 2006 he has focused on physicians and incorporated professionals and is a specialist with regards to professional corporations, and integrating them into your overall financial plan.
Holding the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and most recently added Responsible Investment Specialist RIS designations ensure that you are working with a specialist who has the necessary credentials to manage your finances. Being licensed as a Portfolio Manager means you are getting the highest qualifications available, and Jamie is held to the highest standards as a fiduciary.
Outside of work, Jamie loves to golf, being rewarded with two hole in ones so far in his golfing career. His daughter, Madison, has her Masters in Nursing and works in the emergency department at Victoria Hospital. His son, Zac, is a Chemical Engineer and works for Imperial Oil in Sarnia, ON. Jamie and his wife, Jodie, have a teenage son,Tanner, who is a freestyle skier and loves to play the guitar.
David Rose, holds the Certified Financial Planner (CFP®) designation and has 29 years experience in the financial services industry. He joined BMO Nesbitt Burns from MD Management Ltd. where he was a Senior Financial Consultant, for 16 years. Prior to that, he worked at CIBC Imperial Service as a Financial Advisor.
David takes a holistic approach to financial planning that focuses on investments, estates, trusts, banking, incorporation and insurance. He forges close relationships with his clients and their families, builds a solid knowledge of their aspirations and priorities, and ensures they understand their financial plans. David works tirelessly to keep in regular touch with clients, provide clear, concise investment and financial information, and deliver the highest levels of support and transparency.
David has particular expertise in the intricate connections between physician incorporation and wealth management, and helps ensure that tax planning doesn’t overshadow long-term financial success. David brings together BMO’s in house experts from every discipline of wealth management to provide his clients with objective views across multiple areas of expertise, and deliver a full range of advice and service tailored to their unique portfolio and financial planning goals. David draws on the team’s extensive experience to provide the personalized financial planning advice his clients need at every stage of their lives and careers, from medical school to retirement and beyond.
Away from work, David enjoys traveling with his wife, Lisa, gardening and golf.
Jodie has completed the necessary courses allowing her to be IIROC registered as an Investment Associate. Since 2002, she has worked in the financial services industry and held positions as an Account Manager in commercial lending and underwriting. Jodie has vast experience in budgeting, cash flow management, financial planning, financial statement analysis and client service. She understands the extreme time demands that physicians and professionals face and therefore our dedicated team of financial experts serves in the complete management of your finances allowing you to grow your wealth, plan for your future, afford you time, and empower you to focus on what matters most both professionally and personally.
In her spare time, Jodie can be found flipping at the Forest City Gymnastics Club, hanging out with her teenage son, Tanner, or walking the Thames River Trail with her weimaraner, Cosmo. Jodie is a proud step-mother to twins, Madison and Zac.
Stephanie is licensed as a Registered Representative and has worked for BMO since 2006. With many years of customer service and banking-related experience, Stephanie manages our team's administration. She assists our clients with requests for deposits/withdrawals, opening new accounts and the creation of the annual tax package among many other important administrative tasks.
In her spare time, Stephanie can be found relaxing at her cottage in Tobermory with her husband and two teenage sons.