With over 30 years of experience in the wealth management industry, Jim Weir has an in-depth understanding of the global marketplace. Dedicated to ongoing professional education that benefits his clients, he holds his Canadian Investment Manager (CIM) designation, and options and insurance licenses.
Jim takes a personal approach to helping his clients meet their wealth goals. With his proactive wealth management style, he creates individualized solutions on a security-by-security basis, structuring portfolios to meet investors’ evolving needs in concert with changing market conditions.
Passionate about giving back to his community, Jim supports several local charities, including 100 Men Red Deer, a fundraising group that makes an impact on local grassroots charities.
