Executive Financial Consultant

Jim is the Executive Financial Consultant of the practice. Jim has been with IG Wealth Management for 29 years. Jim was the director that 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 Trust & Estate Practitioner, a Registered Retirement Consultant, a Certified Divorce and Family Advisor, a Charted 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’s level of expertise has him regarded by many as a industry thought leader, and he is regularly called upon for speaking engagements for complexities surrounding family business succession, 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 be seen on Joy TV as the host of “Teachable Moments” a Fraser Focus production; and heard on BNN Bloomberg Radio.