Jamie B.sc Email & Phone Number
Investment, Insurance, Retirement and Estate Planner @ Providence Private Wealth
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Jamie B.sc Location
- Abbotsford, BC, CA
Jamie B.sc Work
- Investment, Insurance, Retirement and Estate Planner @ (June 2022 - Present)
- Head of Acquisition @ (July 2022 - October 2025)
- Owner Senior Officer @ (October 2021 - February 2026)
- Regional Director @ (October 2006 - January 2020)
- Division Director @ Investors Group Financial Services Inc. (May 2003 - September 2006)
- Consultant @ Investors Group Financial Services Inc. (January 2000 - May 2003)
Jamie B.sc Education
- Canadian Securities Institute
Partners, Directors and Senior Officers (Directors and Senior Officers)
2021-2021 - Financial Planners Standards Council FPSC
Certified Financial Planner designation (Business, Management, Marketing, and Related Support Services)
2004-2014 - 1995-1998
- Brigham Young University
B Sc (Business)
1994-1998 - Brigham Young University
Bachelors of Science (Business)
1994-1998 - Brigham Young University
(Business, Management, Marketing, and Related Support Services)
Jamie B.sc Skills
- Retirement Planning
- Mutual Funds
- Wealth Management
- Retirement
- Investment Advisory
- Strategic Financial Planning
- Investments
- Critical Illness
- Wealth
- Investment Strategies
- Estate Planning
- Financial Planners
- Pensions
- Financial Advisory
- Fixed Annuities
- Sales Management
- Insurance
- Employee Benefits
- Finance
- Financial Planning
- Marketing
- Financial Reporting
- Healthcare
- Strategic Financial
- Leadership
- Strategic Planning
Jamie B.sc Summary
- Jamie B.sc, based in Abbotsford, BC, CA, is currently a Investment, Insurance, Retirement and Estate Planner at Providence Private Wealth/ Global Maxfin Investments. Jamie B.sc brings experience from previous roles at De Thomas Wealth Management, Providence Private Wealth, IG Wealth Management and Investors Group Financial Services Inc.. Jamie B.sc holds a 2021 - 2021 Partners, Directors and Senior Officers in Directors and Senior Officers @ Canadian Securities Institute. With a robust skill set that includes Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investment Advisory and more. Jamie B.sc has 1 mobile phone numbers on RocketReach.
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