Jamie Allman, CIM®
Login to view DISC.Chief Operating Officer, Kreston GTA at Kreston GTA
📍 East York, Ontario, Canada
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.
Read the full overview →Experience
16 Years
Current Role
Chief Operating Officer, Kreston GTA
Job Level
Leadership
Location
East York, Ontario, Canada
Personality Overview
How Jamie shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Priorities
Topics Jamie cares 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.
Career
Work history
1-2025
Chief Operating Officer, Kreston GTA
Kreston GTA
4-2024 - 1-2025
COO - Consultant
Kreston GTA
1-2023 - 2-2024
AVP, Business Development
Sun Life
6-2021 - 1-2023
AVP, Dealer Operations
Sun Life
9-2015 - 6-2021
AVP, Dealer Business Development
Sun Life
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
1994 - 1998
Bachelor of Arts (B.A.)
York University
Social presence
Behavioral profile
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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