Jim Doyle

A focus on families, not pie charts – because your financial success is personal.

With more than 35 years of experience, Jim is an Executive Financial Consultant who has walked alongside families, dental professionals, and business owners through life’s biggest financial decisions. His steady leadership helped guide the practice’s evolution into IG Private Wealth Management – a division dedicated to delivering thoughtful, comprehensive planning for clients with complex financial lives.

Jim brings deep technical expertise to his work, holding respected designations including CERTIFIED FINANCIAL PLANNER (CFP) professional, Trust and Estate Practitioner (TEP), Registered Retirement Consultant (RRC), Chartered Life Underwriter (CLU), and Certified International Wealth Manager (CIWM). He has also completed the UBC Sauder School of Business’s Family Enterprise Advisor Program, strengthening his ability to support clients navigating business transitions, practice succession, family dynamics, and multi‑generational planning.

Known for his calm, clear approach, Jim is regularly invited to speak on family business continuity, succession planning, estate strategies, and strategic tax and investment planning. His insights have reached wider audiences through Money Matters with Jim Doyle on Joy TV and BNN Bloomberg Radio.

Outside of work, Jim enjoys travelling, boating, waterskiing in the summer months, and spending time with family – a reminder that meaningful financial planning is ultimately about creating the freedom to enjoy the moments that matter most.