Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Jamie Suprun moves beyond the traditional approach by considering all aspects of a client’s financial picture and examining how to work together to reduce tax, increase investment returns, and mitigate risk. Going outside of just stocks and bonds, Suprun Wealth Management’s institutional approach to investing offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical stocks-and-bonds portfolio.
Our business is based on referrals from existing clients and other centers of influence. We do not rely on a bank to feed us clients. Our clients are our business, and they are treated that way. Our compensation is tied to your success, so you can always trust we invest solely in your best interests.
Most importantly, Suprun Wealth Management invests alongside our clients in all the investment opportunities we recommend. We are always transparent about what we own with our clients. When everyone’s interests are aligned, you can rest assured that we are putting your interests first. We carry no vested interest in “selling” specific investment mandates that are forced upon us. Many investment firms only allow their advisors to pick from in-house investment mandates. We have no such limitations.
49 Robinson St, Simcoe, ON N3Y 1W5
519 428 7525
jamie.suprun@suprunwealth.com
ca.linkedin.com/in/jamie-suprun-90aa8620
suprunwealth.com
Jamie Suprun
Senior Wealth Advisor
Suprun Wealth Management – iA Private Wealth
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Bio
Milestones
Profile
Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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1996
2000
2012
2018–present
2021–present
Read on
Special Report
Home
Bio
Milestones
Milestones
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
1996
2000
2012
2018–present
2021–present
Read on
Special Report
Home
Bio
Milestones
2022
2018–present
2012
2000
1996
2021–present
Insurance Business Magazine | Key Media
AWARD-WINNING PODCAST HOST ON BNN BLOOMBERG’S “SMART WEALTH WITH THANE STENNER”
WEALTH PROFESSIONAL 2022 TOP 50 ADVISORS IN CANADA (NATIONAL RANK #6)
CHARITABLE IMPACT FOUNDATION AWARDS’ 2022 TOP NATIONAL PHILANTHROPIC WEALTH ADVISOR TEAM OF THE YEAR (FOR FACILITATING 90 DONATIONS EXCEEDING $80M FOR DONORS ACROSS CANADA IN 2021 ALONE)
WEALTH PROFESSIONAL 5-STAR ADVISORY TEAMS 2022
WEALTH PROFESSIONAL AWARDS 2022’S ICM ASSET MANAGEMENT AWARD FOR ADVISOR OF THE YEAR – ALTERNATIVE INVESTMENTS (EXCELLENCE AWARDEE)
2021–present
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2018–present
Human Resources Magazine | key media
Doubled AUM and gross revenue through a fee-based platform at iA Private Wealth
Top 50 Wealth Professional Advisor 2018
Top 50 Wealth Professional Advisor 2019
Nominated for Top Advisor, Wealth Professional Awards 2018–2022
2018–present
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2012
Human Resources Magazine | key media
Moved practice to DundeeWealth
2012
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2020
Human Resources Magazine | key media
Licensed and worked in practice with his father at Canaccord Capital
2000
1997
1996
human resources | key media
Started working with his father at Midland Walwyn as a co-op student
1996
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Milestones
2021–present
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
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2021
Launched his own business,
Ascend Financial Services
2022
Senior Wealth Advisor
Suprun Wealth Management – iA Private Wealth
Jamie Suprun
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
