Jamie Baker, Cim, Cfp, Pfp Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

• Provides ongoing investment advice and client service to my designated clients within Upper Canada Capital• Helps to implement a holistic wealth management program encompassing asset allocation, financial planning, insurancereview, tax structuring, and business succession planning where appropriate• Built on experience gained in the private wealth management industry to deliver a bespoke, high-value client experience

• Provided ongoing investment advice and client service to my book of over 100 families, totaling nearly 200 million in assets• Implemented a holistic wealth management program encompassing asset allocation, financial planning, insurance review, tax structuring, and business succession planning where appropriate• Combined years of customer facing work experience with business education to deliver a high-value client experience

Edinburgh, United Kingdom

• Led on-campus recruitment events for banks and consulting firms, and engaged in online promotion supporting these events• Nearly doubled the number of interview candidates secured by the 2018 J.P. Morgan campaign at the University of Edinburgh’s campus, and earned multiple performance bonuses for digital promotion• Built confidence representing my organization in a public facing role, while simultaneously refining my digital marketing skills

Toronto, Canada Area

• Presented the association’s work as a think tank and defense lobby to members of government, and the defense industry• Secured sufficient funding to send a delegation to sixteen conferences across Europe and North America in 2018, where in the past the norm had been two partially funded trips within Canada• Gained valuable experience representing my organization on the fundraising and conference circuits, across two continents

Toronto, Canada Area

• Implemented a CRM model derived from the financial services industry, with appropriate modification, in order to streamline the process of interacting with key stakeholders• Challenged status quo bias and bureaucratic inefficiency, resulting in a 50%+ increase in the volume of tasks completed• Gained a solid understanding of the dynamics of corporate interaction with the public sector

Kingston, Ontario

• Delivered high quality customer service in fast paced, social environments, in French and in English• Learned how to read an audience and adapt accordingly, in both casual and formal settings

Kingston, Ontario

• Delivered high quality customer service in fast paced, social environments, in French and in English• Learned how to read an audience and adapt accordingly, in both casual and formal settings

Toronto, Canada Area

• Supported the digital transformation projects of the private wealth management division’s administrative support team• Simplified the compliance, CRM, and client data filing procedures for both administrative staff and portfolio managers, allowing one full time administrative position to be eliminated and that employee to be redeployed elsewhere• Gained significant insight into the practices of business administration including CRM, compliance, and digital transformation

Toronto, Canada Area

• Delivered high quality customer service in fast paced, social environments, in French and in English• Learned how to read an audience and adapt accordingly, in both casual and formal settings

Toronto, Canada Area

• Delivered high quality customer service in a fast paced, high stress environment, in French and in English• Learned how to read an audience and adapt accordingly

Msc. International Relations

• International relations program, with a dissertation on the incorporation of artificial intelligence in the defence industry • Early.

Graduate Diploma In Business

• Encompassing 10 core courses of the MBA program, the GDB provides a comprehensive overview of business fundamentals to recent graduates.

Bachelor Of Arts Honours - Political Studies, Political Economy

• Political studies major, specializing in international political economy and macroeconomic policy • Entrance scholarship, 4.0 GPA.

Certificate In International Studies

• Interdisciplinary program encompassing courses in cross cultural communication, foreign language acquisition, and a full year exchange •.