Jim believes in a disciplined approach to wealth management, one that specializes in growing your capital conservatively over time. This includes a focus on minimizing taxes and employing sound fundamental investment ideals to create a wealth plan centred on you. Jim strives to forge a strong, collaborative relationship with all of his clients and views himself as a partner in your long term planning.
Jim graduated from the University of Alberta with a Bachelor of Commerce degree (Finance) and has achieved the accreditation of CIM® (Chartered Investment Manager). Jim is recognized as a Fellow of the Canadian Securities Institute (FCSI), their highest recognition for investment professionals.
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., Member of the Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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