Our Team

Jim has been a CERTIFIED FINANCIAL PLANNER® professional for over 25 years. Originally, Jim graduated from University of Toronto with a Bachelor of Commerce 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.
Jim focuses on retirement, tax and estate planning and provides high-quality mutual fund investments to his clients. Jim is compensated through commissions.

Jim's clients include professionals, executives, business owners, retirees and their families.

During his years as a financial planner, Jim has developed relationships with a number of qualified accountants, lawyers, insurance and other specialists who provide their expertise when requested.