Jim has been working in the investment management industry focusing on high net worth clients since 2006, firstly as a research analyst covering a variety of sectors and then as a Portfolio Manager and Fund Manager.
Prior to joining PWM and QW, Jim was Portfolio Manager and Head of US Equities at BCV Management for six years.
Prior to BCV Asset Management, Jim worked at Cardinal Capital Management Inc. for 10 years and was part of the investment management team overseeing over $2 billion of client assets. He started as an analyst and quickly assumed responsibility for sectors including Consumer, Industrials, and then eventually also Technology, and later promoted to Vice President Investments & Portfolio Manager.
Prior to joining Cardinal, Jim worked at Investors Group in their corporate head office in the Financial Analysis department. Jim began his career in the financial sector in 1999 at BMO.
In addition to his Chartered Financial Analyst designation, Jim holds a Bachelor of Commerce (Honours) degree in Finance from the University of Manitoba. He is a member of the Winnipeg CFA society and the CFA institute in Charlottesville, Virginia.
Jim is also a past Board member of the Manitoba Chapter of the Make a Wish Foundation (Formerly Children’s Wish Foundation), and also served on their National Finance Committee. Jim is a proud father of two children (Tristan and Nia) and enjoys coaching their sports and spending time at the family cottage.
Advisor Location: Winnipeg, MB
