James Chrenek
Senior Portfolio Manager
Senior Investment Advisor
B.Comm.
LL.B.
Working together to help you achieve what truly matters to you
Phone
Office Location
Jim entered the Investment Industry in 1996 after practicing law for ten years. He joined TD Wealth Private Investment Advice in 2006, and has held both advisory and managerial roles with TD. In that time, he has helped to develop one of the most respected advisory practices in the Okanagan valley by building trusted relationships and prioritizing client needs.
As a Portfolio Manager and Investment Advisor, Jim offers comprehensive, fully customized financial strategies and helps coordinate solutions with other team members or TD specialists. For Jim, establishing and maintaining trust is paramount in everything he does, especially as he is qualified to offer discretionary investment management services. In a discretionary managed relationship, the Portfolio Manager is responsible for building and managing the portfolio based on a strict set of rules and guidelines agreed upon with the client. This allows clients who wish for or need to delegate investment decisions the freedom to focus on what’s important to them, knowing that we are committed to represent their best interest.
Jim is a graduate of the University of Alberta, holding a Bachelor of Commerce Degree (Honours) and a Law Degree. He has completed numerous industry courses, holds a Fellow of the Canadian Securities Institute designation and is licensed as a life insurance Advisor with TD Wealth Insurance Services. When Jim isn’t at the office, he enjoys spending his free time with family and enjoying the many things that the Okanagan Valley has to offer including biking, skiing and golfing.
Jim is a part of CMB Wealth Management – a team of like-minded portfolio managers and other financial professionals who communicate clearly, think strategically and act decisively. They have varied backgrounds in law, banking and professional sport, so each team member brings a unique perspective and different experience to your shared endeavour: helping you reach your goals. The team believes that effective wealth strategies are built on a foundation of trust, knowledge and experience. They all appreciate the time and hard work that has gone into creating your wealth and they know how important strong, proactive financial leadership is in ensuring that you continue to reach your goals – particularly as your wealth landscape becomes more complex.
Phone
Fax
(250) 470-3048
Certificates
B.Comm.
LL.B.
Languages
English
Education
University of Alberta
CMB Wealth Management
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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