Bringing a combined 40+ years of industry experience
To Your Financial Picture.
Jamieson Murray, RIS
Insurance & Investment Advisor
Jamieson Murray, RIS
Insurance & Investment Advisor
Cell: (613) 888-7104 | Office: (613) 530-3560
jamieson@jmfinancialservices.ca | jamieson.murray@sterlingmutuals.com
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 B. Murray, CFP®, CLU, CH.F.C, CHS
Financial Advisor
James B. Murray, CFP®, CLU, CH.F.C, CHS
Financial Advisor
Home Office: (613) 382-4009 | Cell: (613) 541-1576 | Office: (613) 530-3560
jim56murray@gmail.com | jmurray@sterlingmutuals.com
James has spent the last 37+ 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®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.), Certified Health Insurance Specialist (CHS), along with many other personal achievements such as the Million Dollar Round Table.
James is passionate about helping individual investors choose a conservative route to achieve their retirement income objectives and estate planning goals.