Jamie is managing director, Tax & Estate Planning, with CIBC in Toronto. As a member of the CIBC Wealth Strategies Group, Jamie works closely with advisors from across CIBC to support their high net worth clients and deliver integrated financial planning and strong advisory solutions. He joined the firm in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning. Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called “Tax Expert” in the National Post, has appeared as a guest on BNN, CTV News, and The National, and was a regular personal finance guest on The Marilyn Denis Show. Jamie has also worked for Deloitte as a tax specialist, where he specialized in both personal and corporate tax planning. He received his B.Com. from McGill University, earned his CA designation in Ontario, and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations.