Vice President - Insurance & Legacy Planning
Jim brings 25 years of experience in the financial services community with a focus on wealth protection and wealth transfer. During his career he has been in different roles from building relationships with clients and small business owners as an Insurance Advisor, to an Insurance Manager supporting individual advisors by assisting in identifying planning opportunities with their clients.
Most recently he was the Insurance & Estate Planning Specialist with a large national wealth management firm where he was responsible for for delivering insurance planning expertise and training support to Advisors.
Jim has achieved the Industry Professional designation of Certified Health Insurance Specialist, CHS and has been a member of Advocis, The Financial Advisors Association of Canada, since 1994. Jim has completed the certified financial planning course through Advocis and the Canadian Investment Fund Course through the IFSE Institute.
In his personal time Jim will attempt a round at golf, hit the road for some biking and camping with his family and good friends.