Team
Jamie Baker, CIM, CFP, CLU
Regional Relationship Manager
Jamie joined Bristol Gate in 2025, bringing with him over seven years of industry experience. He was previously an Associate Investment Advisor on a TD Wealth President’s Club team, and a Manulife Wealth President’s Circle team based out of Toronto. These roles saw him serve as the lead relationship manager for a segment of the firm’s clients, providing investment advice under the supervision of the leading portfolio manager, along with financial planning, insurance review, and estate and trust strategy.
Having spent many years working closely with advisors and gaining insight into their thinking, Jamie was drawn to Bristol Gate’s differentiated approach. The firm’s concentrated dividend growth strategy provides clients with a unique perspective, marrying data science and fundamental analysis to deliver results. Jamie enjoys helping advisors effectively leverage this strategy, which enriches both their portfolios and their practice more broadly.
Relevant Experience
- 7+ years of combined professional experience
- Experience includes time spent as an Associate Investment Advisor on two the largest wealth management teams in Canada, at TD Wealth and Manulife Wealth
- Previously held roles in relationship management and administration at Guardian Capital, EY and a Toronto based think tank
Education
- Chartered Investment Manager (CIM)
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Currently enrolled in the Cornell Executive MBA program
- Master of Science, University of Edinburgh
- Graduate Diploma in Business, Smith School of Business at Queen’s University
- Bachelor of Arts Honours, Queen’s University
Tel. (647) 354-7574
Email: jamie.baker@bristolgate.com
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