Jim holds the position of Portfolio Manager in both Canada and the United States. He specializes in both domestic and cross-border investment plans that deliver potential growth and sustainable income.
Jim’s number one goal is to inspire confidence in his clients. He consistently achieves this by doing his job effectively and responsibly. Jim believes that not only listening but understanding a client’s needs, goals, and concerns are the keys to success.
Jim was born and raised in Montreal, then attended St. Francis Xavier University in Nova Scotia. After graduating with a B.Sc.(Math), Jim moved to Vancouver, then more recently Vancouver Island. He has worked in the investment industry for over 20 years and has attained the designation of Certified Financial Planner (CFP) as well as Chartered Investment Manager (CIM).
Jim has a dedicated commitment to continuing education and the power knowledge and experience brings. He is readily available in-person and through Zoom.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
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