Welcome to Doyle & Associates

Our Process

We use a comprehensive planning approach. This brings together all facets of your financial situation. We focus on deep discovery to ensure our solutions are tailored specifically to our clients vision for the future.

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Who We Serve

We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being.

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In the Media

Jim is the host of Money Matters on BNN Bloomberg 1410 Radio. He also can be seen on Joytv as the host of Teachable Moments. He is currently recording a national television show also called Money Matters.

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What We Do

Business Succession Planning

Tax-Efficient Investment Planning

Estate & Legacy Planning

 

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The Do’s and Don’ts of Designating Beneficiaries

Download our free whitepaper for guidance on when direct beneficiary designations should and should not be used.