Ask about investments, insurance, retirement, and estate planning.

Investment Advisor Servus Wealth Strategies Credential Securities

Jamie has worked in the financial services industry since 1995. He has a broad range of experience in retail banking and investments. And his current focus is investment, retirement and financial planning.

Jamie believes in sitting down with members and taking them through the planning process step by step. Understanding their goals allows him to offer expert advice and a tailored plan that can be updated as their needs change.

Building strong community ties is also important to Jamie. He provides expert advice to our members. His door is always open.

Contact

Contact Jamie at 780.808.4792
Jamie.Holmes@servus.ca

Meet the team

Sherri Symington
Investment Advisor Associate
780.808.4897

Avery Lever
Senior Wealth Associate
587.492.3061

Tools & resources

• IIROC Advisor Report
• Investment goal calculator
• Investor profile questionnaire