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
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
The Pacific Dental Conference is one of the largest dental conferences in North America offering a varied and contemporary selection of continuing education programs. With over 200 open sessions and hands-on courses and close to 300 exhibiting companies occupying 625 booths — dental professionals and their entire dental teams are covered. Join us at the Vancouver Convention Centre for Canada's premier dental conference - Stop by and say "Hi!" to Jim Doyle and his team - Booths 1543 & 1545
Mar 8, 2018 - Mar 9, 2018
Vancouver Convention Centre, West and East Building
1055 Canada Place
Vancouver, BC V6C 0C3
Join Jim at the Zoomer Show to be part of the conversation: Estate Planning & Family Dynamics - which become even more complex for stepfamilies where the situation may involve divorce and second marriages. After a death, conflict and issues often rise to the surface. Before this happens, there is an opportunity to work on these issues - to not only promote a more friendly and efficient distribution of worldly possessions after death - but also to develop more harmonious family relationships.
Apr 14, 2018 - Apr 15, 2018
Vancouver Convention Centre
999 Canada Place
Vancouver, BC V6C 3T4
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.