Tel: 226-926-9056

Address

BMO Nesbitt Burns
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
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Our Why

"Empowering you to focus on what matters most."


We are blessed to be able to work for you.  On a daily basis, you are busy: from delivering babies to performing brain surgery; filling cavities to completing multimillion-dollar company mergers; seeing countless patients a day at your practice, or practicing your short game at the golf course as you enjoy retirement.  Regardless of what you are doing, we want to ensure you are doing it without worrying about your financial plan.  We make sure you have a plan, understand the plan, and consistently review that plan.  We take the worry out of your finances so you can be your best at your "WHY" while we focus on ours.

Then & Now: Jamie's WHY

A few days after the scheduled c-section delivery of what we thought were two healthy babies, one boy and one girl, we found out that Zac was born with a rare heart defect known as Truncus Arteriosus. At 13 days young, he required life-saving heart surgery. 
That day in July 1999, as the surgeon prepared to operate, the last thing I wanted was for him to be worried about his financial portfolio, or the tech bubble that was rapidly growing, or anything else. I wanted him to be present and focused on the task at hand. That is why I focus on my 'why', so that you can focus on yours.


Zac - 1 day old
Survived life saving heart surgery at 13 days old

Jamie & Zac in December 2020
Zac - 21 years old
 

What's your why? We'd love to hear more about it.