Jamie Lloyd CIM®, MFA-P™

Portfolio Manager

Ask a client, colleague or friend to describe Jamie Lloyd and you’ll hear a common refrain: Empathetic, genuine and deeply committed to his clients.

As Jamie explains, “My clients know they can call me to discuss any financial matter – from ways to help their kids buy a house, to the best structure for their year-end charitable contributions. They feel at ease in sharing their concerns and I enjoy helping them work through solutions.”

After graduating from The University of Western Ontario with a finance degree, Jamie earned his Chartered Investment Manager (CIM®) designation. In providing full-service wealth planning to his clients, he draws on a broad-based grounding in wealth-management essentials, from trust and estate planning to advanced portfolio management techniques. He is also certified as a Master Financial Advisor – Philanthropy™.

Away from the office, Jamie spends the bulk of his time at home in Toronto’s west end with his wife (and high school sweetheart) Emily, and their two children Nora and Henry. When he’s not juggling the many joys of early fatherhood, Jamie loves to lace up the skates with his rec hockey team, and spend time at the family cottage on Lake Simcoe.

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