With over 27 years of experience in the investment industry, Jim is the lead Investment Advisor and responsible for overall asset allocation, individual investment selection and ongoing investment monitoring. Jim, a graduate of the University of Toronto is a current Fellow of the Canadian Securities Institute, the highest honour in Canadian financial services. Jim has also earned the CERTIFIED FINANCIAL PLANNER® or CFP® designation conferred only to those who have completed the rigorous Financial Standards Planning Council curriculum. As a leader in his field Jim has been named a Vice President of the firm, granted both the Chartered Investment Manager designation and the Certified International Wealth Manager designation. As one of a select group of Portfolio Managers within the firm, Jim also manages portfolios for clients on a discretionary basis.
Jim is active in the community serving on the board and assisting several charities and organizations including Polo For Heart, Greater Toronto Collector Car Museum and is a past Steward of Hart House at the University of Toronto. Among Jim's many interests he enjoys spending time at the family farm, golfing, cottaging, skiing, riding and is a current holder of a private pilots licence. Jim has been happily married to Carolyn for more than 13 years and has a young son Carter and daughter Carly.
Jim can be reached at 416-842-1004 or firstname.lastname@example.org