Born and raised in North Bay and with over 13 years of experience in the finance industry, Jim brings a unique perspective to wealth management. With a passion for helping people, Jim began his journey with an education in law enforcement. After some personal reflection over a decade ago he made the decision to pursue a career in finance where he could help Canadians achieve their financial goals.
Beyond finance, Jim's passion is fishing and currently serves as Vice President of the North Bay Bassmasters, a grassroots organization dedicated to promoting the sport as well as conservation of our valuable resources. Just as patience and strategy are key in fishing, they are equally essential in building and preserving wealth. He also spends the summer months honing his green thumb at home just outside of North Bay in Corbeil.
Before transitioning into wealth management, he worked as a Pension Consultant for RBC's Group Savings division, Group Advantage. There, he saw first hand how many Canadians struggled with or were unsure of their retirement and other goals. He was also able to gain valuable insight into the challenges business owners face on a daily basis. That experience shaped his approach to financial planning; one that prioritizes minimizing taxes, strategic investment management, legacy planning and coordinating other banking needs all while ensuring that the next generation is financially educated.
What sets Jim apart is his commitment to his clients' individual goals which require personalized financial road maps. He takes the time to understand your aspirations, challenges, and values because he believes that when his clients achieve their goals, he has achieved his own.
Whether you are planning for yourself, your family or your business, Jim is here to provide expert guidance with genuine care and dedication. Reach out today to create a plan that not only protects your wealth but helps it grow for generations to come.
