SpeakersFierce Feminine Leadership Live
Investment Advisor & Financial Planner, BMO Nesbitt Burns
Jamie is viewed by her clients not only as a highly effective and credible source for all things financial, but as an approachable and authentic Advisor.
With a background in economics and marketing, Jamie provides a fresh approach to client service and financial management. Having been at BMO since 2005 Jamie’s team manages 125 million in client assets. Quoted in Women of Influence Magazine, author of Cents and the City and Speaker at various events across the Greater Toronto Area, Jamie has built a strong reputation within the Capital Markets industry. She is viewed by her clients not only as a highly effective and credible source for all things financial, but as an approachable and authentic Advisor.
Jamie acts as a Financial Concierge, handling all aspects of the financial journey. She helps define client experiences and how it relates to financial success.
By developing customized roadmaps for each of her clients, Jamie helps set actionable goals and builds investment portfolios specific to individuals and/or family’s risk tolerance and time horizon. Jamie provides solutions for clients on issues such as:
- What do I need to retire in comfort without worry?
- How much income can I take from my portfolio?
- How can I best organize my estate to leave a legacy for my family?
- Where does insurance fit in protecting my assets from tax?
- What are the best ways to fund education for family members?
Prior to joining BMO Nesbitt Burns, Jamie worked at BMO Financial Group as Assistant Manager of Corporate Sponsorships and Strategic Marketing Alliances.
Her Marketing background coupled with an Honours Bachelor of Commerce degree at the University of Guelph brings a unique approach to client service and investment strategy.