Meet Our Team
Jim has been a Certified Financial Planner for over 20 years. Originally, Jim graduated from University of Toronto with a B.Comm. and became a Chartered Accountant with Price Waterhouse. After spending 10 years as Chief Financial Officer and co-owner of a national corporation, Jim changed careers to begin helping people with their financial planning.
Besides being a Certified Financial Planner, Jim holds the Registered Financial Planner designation from the Institute of Advanced Financial Planning.
Jim focuses on retirement, tax and estate planning and provides high-quality investment, banking and insurance products to his clients. He is compensated through fees and/or commissions, depending on the circumstances.
Jim's clients include professionals, executives, business owners, retirees and their families.
Our Team
During his 20+ years as a financial planner, Jim has developed relationships with a number of qualified accountants, lawyers and other specialists in large and small firms who provide their expertise when requested. This same expertise is made available to clients on a fee basis, either through Jim or directly when needed.
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.