After having been a teacher for six years Jim joined the financial services industry in 1981.
As a graduate of the University of Ottawa Jim was one of the very first from the industry to give public Retirement Planning Seminars in both the Ottawa area as well as across Canada starting in 1982.
Jim has completed his Canadian Investment Funds course and as well has attained his Elder Planning Counselor (EPC) designation over his years in this business.
After having finishing his football career as a player in university Jim has remained very active in the sports community by coaching football, basketball and baseball in the high school, community and university levels in both Canada and the United States.