Jim Coleman

Financial Advisor
jim.coleman@raymondjames.ca

For the past 15 years I've managed investment accounts for individuals, families and business owners seeking to protect and grow their wealth conservatively over time. I follow a consistent and disciplined approach to money management in order to help my clients achieve their individual goals for retirement, tax and estate planning.

As cross-border licensed and regulated financial advisor, my expertise extends beyond a normal service model to include tailored investment advice not only to Canadians with cross-border issues but also to Americans living in Canada. With the full suite of resources offered from a premier independent brokerage firm, I enjoy the challenges of providing a thoughtful and meaningful investment platform that delivers measurable successes for today and tomorrow.

My ultimate goal is to be a valued member of your professional network to help shape and enhance your current and future financial planning goals.

FELLOW OF THE CANADIAN SECURITIES INSTITUTE FCSI™

Representing individual integrity and unrivaled professionalism, the designation of Fellow of the Canadian Securities Institute (FCSI)™ is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.

Chartered Investment Manager (CIM^®) Designation

The Chartered Investment Manager (CIM^®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements. A CIM identifies clients' objectives and constraints; develops appropriate investment policies and strategies, taking into consideration market and economic conditions; and evaluates investment products that represent both traditional and alternative asset classes; and implements policies and strategies through portfolio construction.

Jim Coleman, CIM®, FCSI™

Jim Coleman, CIM^®, FCSI^™