Jim brings a wealth of knowledge with over 40 years’ experience in Financial Services, encompassing Asset Management, Credit and Holistic Financial Planning both in Management and Consultant roles.
In 1995, Jim was recruited by IG Wealth Management as an Area Mortgage Specialist and Consultant in the Niagara Region. He currently works with approximately 240 client family groups. Jim has his Branch Manager, RRC and CPCA designations and is within months of obtaining his CFP designation. He is accessible in his practice 24/7 and takes pride in delivering exceptional personal service.
Jim has supported and belonged to several associations, charities and organizations including: the Optimist Club of Welland, Welland Minor Hockey, Welland Volunteer Firefighters, Shaver Hospital Association, Lloydminster Minor Hockey Association, Regina Minor Hockey Association and the Kiwanis Club of Regina.
Jim and his wife Patti have four children, five grandchildren and a big dog named Otis. They are a family-oriented practice with Patti and daughter Alycia as part of his Administrative Support Team.
My IG advisor does all my financial planning
IG Wealth Management – they do all our financial planning: An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.
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