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jamierobb
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Jamie Robb

Senior Wealth AdvisorFiducia Wealth Management / Worldsource Financial Management Inc.Mississauga, Ontario

Wealth has a much deeper meaning than just money.

I believe that true wealth provides us the freedom to pursue our values and enhance the lives of our family, friends and community. This is what Total Wealth Management™ is all about.

The connection between money and what really matters. Our relationships with our family and friends. Our impact on this world. Our personal joys. The example we set for our children and others.

Taken together, these things form our Vision of Financial Success™.

My vision is to help you define yours and then chart a course to realize it. That simple.

Welcome to Fiducia. Welcome to Total Wealth Management™.

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Divorce & Separation Planning Employee & Group Benefit Planning Estate Planning Family Business Planning Insurance Planning Investment Planning Legacy & Philanthropic Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner Insurance Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CDFA CFP® CIM® CLU® FSCI® FMA RRC TEP

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund Treasury Bill (T-Bill)

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