Our Team
Jamie Robb, B. Comm. (Hon), CFP, CIM, RRC, CLU, TEP, CDFA, CHFS, FMA, FCSI
Principal & Senior Wealth Advisor, Fiducia Wealth Management
Since 1999, Jamie has worked closely with Canadian families and business owners to help them maximize enjoyment of their wealth.
He began his career in Windsor, working with John Toews, a very well respected advisor and owner of Professional Financial Planning. While originally intending to pursue a career as a security analyst at a brokerage house, the opportunity to work directly with clients changed his perspective. The earnest relationships he enjoyed and the positive impact he could have on the lives of his clients and their families led Jamie to fall in love with his client-facing role as a Wealth Advisor. As a result, he excelled at Professional Financial Planning and his role evolved into servicing the top echelon of the firm’s clients.
Over the years, Jamie has developed in depth expertise in all areas of wealth management including portfolio construction, risk management, insurance planning, retirement planning and tax, estate and legacy planning. Jamie particularly enjoys working with owner-managers to help them unlock the value of their business and secure the wealth they have built for their family. He is passionate about helping families use their wealth to achieve their life ambitions and charitable objectives while affording themselves the freedom to truly enjoy their time with family and friends.
Ultimately, Jamie strives to help his clients maximize the positive impact of their wealth in the lives of their families and loved ones.
In addition to an Honours Bachelor of Commerce Degree from Laurentian University, Jamie holds the professional designations of Certified Financial Planner, Chartered Investment Manager, Registered Retirement Consultant, Chartered Life Underwriter, Trust & Estate Practitioner, Certified Divorce Financial Analyst, Certified Hedge Fund Specialist and Financial Management Advisor. He is also a Fellow of the Canadian Securities Institute, a member of the Society of Trust & Estate Practitioners (Canada) and The Canadian Tax Federation.
Contact Jamie:
Cell: (647) 999-7440 • Email: jamie@fiduciawealth.ca
Linked In: http://www.linkedin.com/in/jamierobbfiducia
Twitter: @TotalWealthMgmt • http://www.twitter.com/TotalWealthMgmt
Dennis Pao
Barrister & Solicitor
A lifelong resident of Oakville and Mississauga, Dennis Pao received his J.D. from the Faculty of Law at Queen’s University in 2000. Mr. Pao is also an alumnus of Appleby College in Oakville.
Since receiving his degree, Mr. Pao has practiced primarily within the areas of family, real estate, corporate/commercial, and estate law. He has extensive experience assisting families with child and spousal support issues, equalization of family property, and custody and access disputes. In the past ten years, Mr. Pao has closed nearly 1,500 commercial and residential transactions. Mr. Pao’s corporate/commercial experience includes assisting small to medium sized enterprises with corporate structuring, shareholders agreements and disputes, franchising and leasing.
These are some of the areas in which Dennis provides strategic legal advice to clients:
Real Estate
Purchase and Sale of residential and commercial real estate
Business Law
Asset and share transactions, including franchises and general corporate matters
Estate Planning
Drafting wills and estates, Henson Trusts for special needs situations, Estate administration and probate
Family Law
Contentious matters requiring court attendance, Custody and Access disputes, Child and Spousal Support, Equalization of Family Property, Separation Agreements and Cohabitation Agreements
Get In Touch
Direct Line: (905) 330-1690
Fax: 1-866-340-8401
Email: dennis@paolaw.com