Jim has over 25 years’ experience in the financial services industry. Jim holds B.A. and B.Comm. degrees from the University of Saskatchewan and in 2005 received his MBA in Financial Services from Dalhousie University. He completed the Certified
Financial Planner (CFP) designation in 2006 and the Certified International Wealth Manager designation in 2013. In addition, Jim also holds the Chartered Investment Manager (CIM) designation.
Jim was awarded The Queen Elizabeth II Diamond Jubilee Medal in 2012 for his services to the Children’s Wish Foundation of Canada. He has been associated with the organization for over 25 years, volunteering on the Alberta, Saskatchewan, Manitoba
and National boards.