JIM DOYLE

JIM DOYLE

CFP, TEP, CDFA, CLU, CIWM, RRC CFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

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Investors Group

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About —

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Successful people have a history of making great decisions.

For the past 28 years, I've helped financially-comfortable Canadians - families, retirees, professionals, entrepreneurs and small business owners - envision and realize their financial goals to create lasting wealth that survives across generations.

My team and I encourage “A-ha!” moments and we do this through developing your personal money story. Our strongest relationships are built through delivering a multi-generational approach to money management and a core understanding of the financial ABC's. Financial literacy is one of the cornerstones of our practice. Understanding specific concepts and strategies goes a long way towards building financial confidence, wouldn't you agree?

What sets us apart is our approach to achieving results. When considering wealth, legacy and security, well-advised families are discovering that advisers who take a multi-disciplinary team approach to problem solving achieve more.

Success can be as simple as choosing your advisers well! Let us know how we can help.

Areas of Focus:

✓ Wealth Management
✓ Retirement Planning
✓ Inter-generational Wealth Transfer Planning
✓ Tax & Estate Planning

Team —

2017 Year in Review

2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year

general inquiries —

Suite 770, 666 Burrard Street
Vancouver, BC V6C 2X8

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Investors Group

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