With over 25 years of financial services and investment experience, as a Senior Portfolio Manager with TD Wealth Private Investment Counsel, Jim provides wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.
Jim holds the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI) designations and is a Life Insurance Advisor with TD Wealth Insurance Services. Jim also earned an Honours BBA degree from Wilfrid Laurier University.
As you make your way towards achieving your goals in life, you may find your financial circumstances becoming increasingly more complex. When you reach this stage Jim is here to help.
His approach is to create a fully integrated and comprehensive plan for clients. Jim works with a talented group of partners and has complete access to their expertise and the resources of TD Wealth and TD Bank Group teams. He will ensure that the appropriate experts are brought in when required to apply their specialized knowledge to a particular situation.
Your needs are important and are always evolving. Through all phases of your life cycle, in collaboration with TD Specialists, Jim is here to provide you with advice and the solutions your specific needs require. Click here to find out more.
- Building Net worth
- Implementing Tax Efficient Strategies
- Retirement Planning
- Protecting What's Important
- Legacy Planning
As a discretionary Portfolio Manager and your lead relationship manager I hold myself to the highest ethical standard in the industry. As my client, you can expect:
• Personalized & Comprehensive Wealth Plans
• Ongoing Discovery
• Fee Transparency
• Timely Reporting
• Regular Portfolio Reviews
• Someone Always There for Your Specific Needs
***The above noted services are provided by TD Wealth and TD Bank Group Specialists***HIGHLIGHTED ARTICLES
Retirement Income Needs Government Benefits
Tax Planning: Individuals Tax Planning: Businesses
Click on the articles above to view or see the links under Wealth Considerations (listed below) for additional resources by topic.