Jamie Allman, CIM®

Pioneer
DISC Type : dsi

Chief Operating Officer, Kreston GTA at Kreston GTA

East York, Ontario, Canada

Overview

Jamie is the Chief Operating Officer at Kreston GTA, responsible for daily operations, people and cultural excellence, and business growth. A graduate of York University with a Chartered Investment Manager (CIM®) designation, he previously held senior AVP roles at Sun Life, focusing on business development and dealer operations.

Personality Overview

Friendly But Fast

Decisive But Friendly

Driven But Considerate

If they are convinced, they can become very strong champions for your product  They have the unique ability to win both love and respect from their team (or outsiders) They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Topics They Care About

Operational Excellence
As COO, he is accountable for ensuring the smooth and efficient functioning of all business processes to drive reliability and advisor satisfaction.
Business Growth
Has a strong track record in business development, including leading a team at Sun Life to gather over $60 million per year in new assets.
People & Culture
A self-described "passionate leader, " he is focused on empowering people, fostering inclusion, and achieving cultural excellence within his organization.

Media Appearances

Jamie has no verified media appearances

Work History

1-2025
Chief Operating Officer, Kreston GTA at Kreston GTA
4-2024 - 1-2025
COO - Consultant at Kreston GTA
1-2023 - 2-2024
AVP, Business Development at Sun Life
6-2021 - 1-2023
AVP, Dealer Operations at Sun Life
9-2015 - 6-2021
AVP, Dealer Business Development at Sun Life

Education

1994 - 1998
Bachelor of Arts (B.A.) from York University

More Information

Social Presence :

Prographics :

Exp : 16 Location : East York, Ontario, Canada Job Level : Leadership Designation : Chief Operating Officer, Kreston GTA at Kreston GTA
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Insights For Selling To Jamie

During A Call Or A Meeting

DO's

  • During followups, use calls or text if needed, they should be fine
  • Showcase existing customers and use case-studies to grab their attention
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jamie is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Jamie

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Jamie move?

  • They are generally fast movers and can take quick decisions
  • Can Jamie take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Jamie

Personality Compatibility


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