PRESENTATION TITLE:
A Framework to increase your wealth
PRESENTATION OBJECTIVES:
- Recognize the difference between Investing and Speculating
- Explore the entire investment solutions set available to investors
- Explore the entire investment solutions set available to investors
Jamie is the founder of Bearing Capital Partners, a planning and advisory firm designed to provide wealth accumulation and financial planning to emerging-affluent clientele. Jamie has provided investment, risk management, planning and family office guidance tosenior executives, professionals, and family-owned businesses for over 25 years.
He believes that gaining and maintaining wealth is driven by knowledge, discipline, and focus. Jamie’s professional accreditations include Certified Financial Planner, Canadian Investment Manager, Fellow of the Canadian Securities Institute, Chartered Life Underwriter, Financial Management Advisor, and Chartered Professional — Strategic Wealth.
