Jessie Bobinski, CFA, CFP
Jessie joined Dixon Mitchell in 2013 as a Private Client Portfolio Manager, responsible for designing and managing investment portfolios for high net worth individuals, families, foundations, and trusts on a discretionary basis. She became a partner of the firm in 2015 and is a member of its Investment Committee. Jessie also takes a leadership role with Dixon Mitchell’s team of associate portfolio managers, coordinating training and development, while helping to instill the firm’s approach to client service and asset management.
Jessie brings significant experience to her practice, having started her wealth management career in 2000 at Phillips, Hager & North where she spent eight years assisting clients in both a non-discretionary and discretionary capacity. In the five years immediately prior to joining Dixon Mitchell, she managed discretionary investment portfolios for physicians and their families with MD Private Investment Counsel.
Outside of the office, Jessie is President and Chair of the CFA Society of Vancouver and an active volunteer with Junior Achievement. She is a graduate of the BCIT Financial Management program, a CFA Charterholder, and a Certified Financial Planner (CFP).