Jim helps his clients to achieve their financial goals. He provides plain-language advice on investment portfolios, retirement plans, insurance products and will create tax and estate solutions. He guides his clients through all aspects of their finances in order to help them achieve their dreams. Jim is also a mortgage consultant and helps his clients with debt consolidation and all mortgage financing needs.
Jim graduated from Wilfrid Laurier University with a degree in Economics. He is a member of the Canadian Association of Accredited Mortgage Professionals and also holds a designation as an Accredited Mortgage Professional (AMP).
Jim is married with two young children and keeps active by coaching Waterloo Minor Soccer. He is also a proud sponsor of One Roof and the Cancer Society.