Jack Jamieson Email & Phone Number

Working in the capacity as Vice President (and founder) of T.E. Wealth's Indigenous Services practice, our dedicated team offers Investment Advisory, Communication and Education support to First Nation, Metis and Innuit communities across Canada. As we do not manage money nor sell product as part of our solution, we are able to remain totally independent and objective in all our recommendations. Quite simply, we provide process assistance and intellectual support to Chief and Council and Trustees to facilitate the effective design, implementation and oversight of Trust and Community investment solutions. Specifically, we assist with communications, education, governance, investment policy development, investment manager searches and ongoing performance monitoring & measurement relating to Trusts, pensions, and general community investments. Personally, I am on the National advisory board and Membership committee for the National Aboriginal Trust Officers Association (NATOA) and through T.E. Wealth, we are a strong supporter and corporate partner of the Aboriginal Financial Officers Association (AFOA). We are extremely honored to have been identified to co-develop AFOA's two-day Trust Management workshop which is delivered annually to the AFOA Chapters and members across the country. Specialties: Institutional Investment Activities:Investment Manager SearchesInvestment Policy DevelopmentPortfolio Performance Measurement - peer grouping, risk-return analysis, benchmarkingPension Governance and Education

Listed skills include Investments, Investment Advisory, Strategic Planning, Portfolio Management, and 32 others.

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  Wilfrid Laurier University

  Business