Jaime Carrasco’s background is in finance and wealth management. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch.

Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies.

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Jaime’s insights highlight the importance of wealth management, emphasizing asset allocation and staying informed about market trends. He values outdoor activities, exercise, and mindfulness practices like meditation to maintain physical and mental well-being. Building strong relationships is crucial for him, focusing on honesty, self-awareness, and learning from others. Travel broadens his perspective, fostering gratitude through cultural experiences. Jaime believes in continuous personal growth through curiosity and openness to new experiences, adapting as he ages while respecting physical limits. His philosophy sees life as a journey of self-discovery guided by signals, advocating kindness and respect for others, recognizing their inherent goodness.

Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment strategies.

“Like one’s financial wealth, sailing is not about controlling the wind, but rather about adjusting the sails.”

Guest Links:
Twitter: https://x.com/ijcarrasco
LinkedIn: https://www.linkedin.com/in/carrasco1/
E-Mail: jaime@jcwealth.ca