Jamie joined Cidel in 2013. He works extensively with institutional investors, consultants and private clients in Cidel’s Institutional and Asset Management division.

Prior to joining Cidel, Jamie worked in Capital Markets focused on Foreign Exchange and has over 15 years of financial services experience, 12 of those years with Cidel.

He holds a Bachelor of Commerce from Ryerson University and is a CFA® Charterholder.

Jamie has been actively involved with the CFA Institute’s exam development over the past 10 years while also being a member of the CFA Institute and Toronto CFA Society. Most recently, Jamie has been working closely with STEP Canada (Canada Society Of Trust And Estate Practitioners) to help with their program development focused on their investment education materials.