Jamie’s objective is to review, analyze and provide insurance-based tax and estate planning strategies. Specializing in providing solutions tailored for our high net worth clients, Jamie provides customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.
Born and raised in Vancouver, Jamie began his career in the financial industry in 2000. He previously worked as a Sr. Insurance Consultant at a major bank owned brokerage firm for 13 years.
Outside of work, Jamie is an avid athlete, playing competitive hockey and enjoying the outdoor lifestyle Vancouver has to offer. Jamie is married to his wife, Laura.