Jamie joined Granville West Group in 2014, prior to which she gained experience in the investment and financial services industry in various roles within a private real estate investment firm. This combined experience has provided her with exposure to and expertise in many aspects of the financial industry. Her detailed knowledge of client needs and aptitude for financial analysis enable her to deliver portfolio and insurance information in meaningful and easily-digestible formats, enriching the client experience through simplicity and clarity. In her current role, Jamie provides consultative guidance and support to her clients to address their current and future needs. Her passion is in educating and assisting individuals as they pursue their own financial and retirement goals.
Wealth Management Essentials (WME), 2017
Canadian Securities Course (CSC), 2015
Conduct and Practices Handbook Course (CPH), 2015
BA, Economics (Honours) – Simon Fraser University, 2013