Bachelor of Science, Math - St. Francis Xavier University
Jim builds and manages customized portfolios to meet the needs of his clients.
He focuses on understanding his clients and believes that managing wealth in an ever-changing world requires the full attention of a dedicated portfolio manager. As a Chartered Investment Manager, and member of our elite Private Investment Group, Jim is able to fulfill that role.
Jim is also licensed in the USA and can manage investment plans on both sides of the border.