Quickfire questions with… Jamie Snell

At Caldwell Penn, we believe that our people are what make us different. To help you get to know the team behind the numbers, we’re launching a new Quickfire Questions series! First up is Jamie Snell, our Head of Client Finance, sharing insights into his role, his productivity hacks, and a few surprises along the way.

Work life

What do you love most about your role as Head of Client Finance at Caldwell Penn?

Variety – no two days are the same!

What’s the most rewarding part of working with clients?

Helping them achieve their goals – whether that’s retirement, business growth, increasing their earnings, or securing a mortgage.

What’s your go-to productivity hack?

Time blocking – I batch similar tasks together, set specific days for client and internal calls, allocate focused hours for productive work, and always set deadlines to stay on track.

What do you think sets Caldwell Penn apart from other firms?

Our 'can-do' attitude and culture.

What’s one thing you appreciate most about the team at Caldwell Penn?

Loyalty and progression from within. Many of my colleagues have been here for over 10 years and have earned their way into senior positions within the firm.

Beyond the desk

What’s something about you that might surprise people?

I was really into acting throughout school and college and performed in a number of plays.

If you could swap jobs with anyone for a day, who would it be?

A safari game driver – spending the day out in the wild would be incredible.

What’s a recent show, book, or podcast you’d recommend?

White Lotus – Mike White is a genius, and each of the three seasons is an absolute ride.

If you could instantly master any skill, what would it be?

Playing the guitar – and singing too, though I’m completely tone-deaf!

Do you have a favourite travel destination or dream location to visit?

Canada – specifically Lake Louise in Banff National Park

That’s a wrap on our first quickfire questions feature! Keep an eye out for more interviews with the team as we share the stories and personalities behind Caldwell Penn.