Investors Group Financial Services Inc.
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.
The Living Market podcast with host Philip Petursson
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We explore how to tell the difference between symptoms of dementia and those of age-related memory loss, and how to protect the finances of someone who has dementia.learn more
Exploring the myth that it’s always better to take a fixed over a variable mortgage, and how you can choose the best option for your circumstances.Learn more
The real meaning behind the question is more likely that investors want to know if their investment will go up rather than down. In truth, it’s impossible to know when the “perfect” time to invest is.Learn more
Let’s take a deep dive into the purpose of estate planning, what it entails and how it should be an integral part of your overall financial plan.Learn more
As a business owner, having a well thought out tax and estate plan is key for financial success.Learn more
There have been a number of myths about retirement planning circulating for years that can have a negative impact on your retirement plans. Let’s take a look at some of the more common ones and the reality that lies behind them.Learn more