Jamie Waites

WORK HISTORY

EDUCATION

ABOUT JAMIE WAITES

As a father of two sports focused boys and a full-time professional, I know it can be difficult to manage priorities. As a Financial Advisor, I also know the importance of building savings and having adequate insurance coverage. I believe in building solid client-first relationship based on trust and communication. I\'ll get to know you and understand your personal goals. Together, we\'ll build your customized plan - one with the same high level of service I\'d expect for my own family. I utilize a holistic planning approach for individuals and businesses with a balance of retirement planning, estate planning, and commercial/life/health insurance protection strategies. Send me a message and let\'s get started protecting what is most important to you-Life Insurance products including segregated funds and annuities are underwritten and administered by Co- operators Life Insurance Company. Home and Auto insurance is underwritten by Co-operators General Insurance Company.Mutual funds are offered through Co-operators Financial Investment Services Inc.(CFIS). Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits. There can be no assurances that a money market fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Guaranteed Investment Certificates (GICs) are offered through Federated Agencies Limited and are not offered through CFIS.