Jim Doyle CFP, TEP, RRC, CLU, CIWM

Executive Financial Consultant
6046303733

A focus on families, not pie charts. Your financial success is all about you! 

With over 35 years of experience, Jim is an Executive Financial Consultant who has stewarded the growth of the practice, ultimately leading to a transition to the Private Wealth Management division of IG Wealth Management — a distinguished division focused on providing comprehensive wealth management to High-Net-Worth and Ultra-High-Net-Worth Families and Individuals.

Jim’s credentials include the CERTIFIED FINANCIAL PLANNER designation (CFP), Registered Trust and Estate Practitioner (TEP), Certified Divorce Financial Analyst (CDFA), Chartered Life Underwriter (CLU), as well as the Certified International Wealth Manager (CIWM). In addition to these prestigious designations, Jim has also completed the UBC Sauder School of Business’s Family Enterprise Advisor Program. 

Regularly sought out for speaking engagements around the complexities surrounding family businesses, succession planning, estate planning, and international tax & investment planning, Jim can also be seen online on Joy TV as the host of “Money Matters with Jim Doyle,” and you may have heard him on BNN Bloomberg Radio, where he hosted a show of the same name.

Outside of work, Jim is an avid car collector, with an awe-inspiring Corvette collection. He enjoys spending his time away from work, tinkering with his cars, and going waterskiing during the sunny months.