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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Sunday evenings at 9pm: "Teachable Moments" on Fraser Focus with Jim Doyle! Tune in for financial lifestyle commentary covering a wide range of personal finance topics, from family dynamics and estate planning, to raising financially confident kids, to resolving the financial complexities of blended families and special needs loved ones. Conflict and emotions often arise when it comes to money management. Jim promotes communicating early and often about your plans to ensure a harmonious outcome.

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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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