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Jim entered the Investment Industry in 1996 after practicing law for ten years. He joined TD Wealth Private Investment Advice in 2006. Since joining TD he has held both advisory and managerial roles with the Firm. Jim is a graduate of the University of Alberta holding a Bachelor of Commerce Degree (Honours) and a Law Degree. As an Investment Advisor he creates comprehensive, fully customized financial solutions for his clients and helps coordinate solutions with other team members or business partners as needed. Jim and his team take an integrated approach when developing an investment plan and where appropriate, work with client’s other trusted advisors such as accountants and lawyers to ensure appropriate recommendations are made to every client.
Jim is a licensed Portfolio Manager, allowing him to offer Discretionary Investment Management Services in addition to traditional Non-Discretionary Investment Advice. 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.
Jim has completed numerous industry courses and is a Fellow of the Canadian Securities Institute. He is also licensed to sell and advise on Life and Disability Insurance.
Client service and trust are the cornerstones of Jim’s practice.
Jim and his two daughters live in Kelowna where they are active community members.
Toll Free: (877) 470-3040
Fax: (250) 470-3048
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
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.