With over 30 years of experience in the investment industry, Jim is the lead Investment Advisor and is 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 manages portfolios for clients primarily on a discretionary basis.
Jim is active in the community having served on the board and assisting several charities and organizations including Polo For Heart and the Greater Toronto Collector Car Museum. Jim 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 pilot’s licence. Jim has a young son Carter and a daughter Carly.
Jim can be reached at 416-842-1004 or firstname.lastname@example.org