Jamie Powell CFP®, EPC, RRC
As a CERTIFIED FINANCIAL PLANNER® (CFP) professional, I specialize in high net worth portfolio management, providing sound advice and financial support to professionals and families. My philosophy is simple: put people and service first, life is rich and varied, your financial plan should be too.
I tailor solutions to your life’s goals, focusing on all areas of your financial life. This includes incorporating my knowledge and specialization in the areas of retirement planning, estate planning and tax planning.
I believe firmly in giving back to our community, offering my time to causes like the Rotary Club of Calgary - Heritage Park and Enbridge Ride to Conquer Cancer. My wife, Natalie, and I have two daughters. I enjoy spending recreational time cycling, snowboarding and am an avid reader.