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Jamie Duncan

CFP, MBA

Chief Operating Officer

Jamie has been with Nicola Wealth Management since its inception, and in the financial planning sector since 1982. She has completed her CFP designation in 1991, as well as her MBA in 2001. Jamie has been in management for 20 years, and her focus is in managing the financial and operations aspects of the firm. She is a member of TEC Canada a leadership organization for the personal and professional development of Chief Executives.

In her spare time she enjoys boating with her husband of 16 years and their young daughter.

Question & Answers

  • Words my father taught me:

    Pay attention to what people do, not what they say

  • Footwear Preference?

    Snow shoes on a beautiful, snowy winter day

  • Where is your dream vacation spot?

    British Virgin Islands

  • Favourite Actor/Actress?

    The two Jacks – Nicholson and Lemmon

  • Retirement Dreams?

    Freedom to travel to a place and stay long enough to get immersed in the culture