Jamieson began his career in the general insurance industry in 2014. Then, in 2018, he completed the Life License Qualification Program and Canadian Investment Funds Course, allowing him to transition to the financial services industry in 2019. Later that year, Jamieson completed the Federal Income Tax certification through H&R Block. He recently received his Responsible Investment Specialist (RIS) certification in December 2021.
Jamieson enjoys building relationships and providing ongoing service and advice to his clients. Getting to know his clients and their desires for the future is an essential component in helping them build their financial plans.
Jamieson likes to stay active through sports such as hockey, baseball, golf and running.
James has spent the last 40+ years in the financial services industry. He is a graduate of the University of Toronto with a Bachelor of Arts degree in Economics.
He has acquired the following professional designations: CERTIFIED FINANCIAL PLANNER™(CFP®).
James is passionate about helping individual investors choose a conservative route to achieve their retirement income objectives and estate planning goals.