For the past 32 years, Jim has built a successful investment and planning practice based on the foundations of service, discipline and prudent wealth management. In 2018, after looking for a partner with similar beliefs and philosophy, Jim merged the Carmichael Wealth Group with the Wyndham Group. His tradition of exceptional client service continues with the recent move.
Trained as a chemist, Jim had a successful career in business before starting his investment advisory practice. As such, Jim brings a grounded and analytical approach to help his clients achieve their financial goals. He is a strong proponent of continuing education, and currently holds the Financial Management Advisor (FMA) designation. Jim is also licensed to offer and advise on insurance instruments.
Jim and Lesley have been married for 40 years. They have two adult children and two grandsons. Outside of work, Jim is passionate about his family, his golf game and gourmet cooking. As experienced travelers, Jim and Lesley have a bucket list of destinations that they are in the process of checking off.