Jim provides estate and insurance advice to high-net-worth clients though sophisticated, forward-thinking wealth management planning. He offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – with over 30 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.

Jim is a CPA, has completed the CPA Canada’s in-depth program and has a Master of Taxation from the University of Waterloo. He is a member of the Canadian Tax Foundation and past board member of FP Canada.