Jim Doyle CFP, TEP, RRC, CDFA, CLU, CIWM
A focus on families - not pie charts. Your financial success is about more than bar graphs and pie charts. IT’S ABOUT YOU. Jim has been with IG Wealth Management for 32 years and as an Executive Financial Consultant, oversaw the growth of the practice that ultimately led to a transition to the Private Wealth Management division of IG Wealth Management, a distinguished division for practices that are focused on providing comprehensive wealth management to High-Net Worth, and Ultra High-Net Worth Families and Individuals.
Jim is a CERTIFIED FINANCIAL PLANNER professional, a Registered Trust & Estate Practitioner, a Registered Retirement Consultant, a Divorce Financial Analyst, a Chartered Life Underwriter, and a Certified International Wealth Manager. In addition to these prestigious designations, Jim has also completed the UBC Sauder School of Business’s Family Enterprise Advisor Program. Jim is regularly sought out for speaking engagements around the complexities surrounding family businesses, succession planning, estate planning, and international tax & investment planning.
Outside of work Jim is an avid car collector, with a particularly impressive Corvette collection. He enjoys spending his time away from work, tinkering with his cars, and going waterskiing during the sunny months.
Jim can currently be seen on Joy TV as the host of “Money Matters with Jim Doyle” and hosted a radio show of the same name on BNN Bloomberg Radio.