Jamie Berard CIM®
Jamie joined IG Securities Inc. in July 2001 and became a Wealth Planning Specialist in 2005. His overall responsibilities are to provide product knowledge and portfolio advisory services through in-person advice and written commentary on stocks, bonds, and investment portfolio strategies. Jamie has worked in the personal financial services industry since 2000, working directly with clients with a focus on investment management and financial planning. He holds a Bachelor of Commerce Honours with a major in Finance and Accounting from the Asper School of Business as well as an Economics Degree from the University of Winnipeg. Jamie has obtained the designation of Chartered Investment Manager (CIM), FPSC Level 1 and is currently a CFA Level 2 Candidate.
Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.