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Vice PresidentPortfolio ManagerInvestment Advisor
Working together to help you achieve what truly matters to you
1633 Ellis Street Suite 410 Kelowna, BC V1Y 2A8Map
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 the bank. 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 an Investment Advisor and Portfolio Manager, Jim offers comprehensive, fully customized financial strategies and helps coordinate solutions with other team members or business collaborators. 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 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 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 endeavor: 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.
Toll Free: (877) 470-3040
Fax: (250) 470-3048
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
English
University of Alberta
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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