Luanne Jamieson CFP®
Luanne Jamieson, COO of MBI Financial, understands the importance of protecting today while planning confidently for the future. With a background in project management and as a mother of three, Luanne brings both structure and real-world perspective to every client relationship—helping families invest in their own potential and that of future generations.
As a Certified Financial Planner® (CFP®), Luanne is focused on delivering clear, comprehensive advice that supports informed decision-making at every stage of life. Her approach emphasizes thoughtful strategy, strong organization, and a consistently high standard of client care.
Areas of Focus
- Comprehensive Financial Planning
- Income & Tax Planning
- Retirement Planning
- Registered Education Savings Plans (RESPs)
- Family-Centered Planning Strategies
Designations & Licenses
- Certified Financial Planner® (CFP®)
- Investment Funds Representative, HUB Capital Inc.
- Licensed Life & Health Insurance Agent
- Affiliate Deposit Broker
Luanne is committed to ensuring every client receives a professional, well-structured planning experience built on clarity, trust, and long-term value.