Members

Jamie Robb

Misssissauga, Ontario
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Jamie Robb

Member Bio

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Since 1999, Jamie has worked closely with Canadian families and business owners to help them maximize enjoyment of their wealth. Over the years, Jamie has developed in depth expertise in all areas of wealth management including portfolio construction, risk management, insurance planning, retirement planning and tax, estate and legacy planning. Jamie particularly enjoys working with owner-managers to help them unlock the value of their business and secure the wealth they have built for their family. He is passionate about helping families use their wealth to achieve their life ambitions and charitable objectives while affording themselves the freedom to truly enjoy their time with family and friends. Ultimately, Jamie strives to help his clients maximize the positive impact of their wealth in the lives of their families and loved ones. In addition to an Honours Bachelor of Commerce Degree from Laurentian University, Jamie holds the professional designations of Certified Financial Planner, Chartered Investment Manager, Registered Retirement Consultant, Chartered Life Underwriter, Trust & Estate Practitioner, Certified Hedge Fund Specialist and Financial Management Advisor. He is also a Fellow of the Canadian Securities Institute, a member of the Society of Trust & Estate Practitioners (Canada) and The Canadian Tax Federation.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Divorce
Estate Planning
Executive Compensation
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CIM
CLU
FCSI
FMA
RRC
TEP

Compensation Models

Insurance Commission
Fee Only - Hourly
Fee based (AUM)

Professional Associations

CTF
STEP

Education

University

Assets Under Management

50,000,000-100,000,000

Practice Size

2 to 5

Investment License

Mutual Fund

Provinces Licensed (Investment)

Ontario
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