A strategic, detail-oriented, and data-driven thinker, Jim has been using his unique skill set to serve the diverse needs of our clients for nearly three decades. As one of our team’s partners and key relationship managers, he acts as a mentor in all aspects of wealth and investment management, seeking to find opportunities and offer fresh insights that help our clients build and protect their wealth. He is passionate about his beliefs, particularly as they relate to continuous improvement and building a better future for his families and his community. He leads his high functioning team through Lencioni’s principles of trust, accountability, commitment, attention to detail, and a willingness to challenge.
Jim is a graduate of Queen’s University with a bachelor’s degree in metallurgical engineering. As a former process engineer, he leverages this experience into a very disciplined wealth and investment management process.
Outside of the office, Jim is driven by his Four Fs: Family, Friends, Fitness, and Faith. He commits and prioritizes free time to each of these Fs while actively pursuing his secret woodworking passion. Jim is a proud supporter of the Children’s Summer Reading Program at the Perth & District Union Library – having raised over $539,000 since the inception of his annual charity golf tournament – as well as the Perth and District Community Foundation and The Table Community Food Centre.
