James (Jim) S. Slaven Epc

James (Jim) S. Slaven Epc Email and Phone Number

Managing Director/Founder at Impact Financial Group Inc. @
James (Jim) S. Slaven Epc's Location
Niagara-on-the-Lake, Ontario, Canada, Canada
About James (Jim) S. Slaven Epc

Over 30 years experience in all aspects of owning and operating small and medium businesses concentrating on bottom line impact. Includes recruiting/hiring, capital investments, company benefits, insurance needs, aquisitions, portfolio management and short and long term planning. Derive most career satisfaction from working with people who are serious about their financial security including individuals or business owners realising their financial options.Specialties: financial security planning for today-and tommorrow

James (Jim) S. Slaven Epc's Current Company Details
Impact Financial Group Inc

Impact Financial Group Inc

Managing Director/Founder at Impact Financial Group Inc.
James (Jim) S. Slaven Epc Work Experience Details
  • Impact Financial Group Inc
    Managing Director
    Impact Financial Group Inc Mar 2013 - Present
    Corporate Park Dr, St Catharines
    Personalized financial solutions with a sensible approach towards wealth accumulation, retention and distribution.These solutions may inevitably involve structured investment plans, wealth protection mandates, tax implications, philanthropic giving components and effective sucession concepts. We also offer value added services including ability to broker group health benefits. individual critical illness and disability coverage.We appreciate business owners have a different challenge in positioning revenues which will enhance and protect their assets.Whether you are a family planning your future or a business owner needing to grow and protect your interests our focus is always on "botton line impact".
  • Quadrus Investment Services Ltd.
    Investment Representative
    Quadrus Investment Services Ltd. Jun 2010 - Present
    Registered to sell Mutual funds.
  • Freedom 55 Financial & Quadrus Investments
    Financial Security Advisor & Investment Representative
    Freedom 55 Financial & Quadrus Investments Jun 2010 - Mar 2013
    St Catharines. On
    Assist people in securing their financial future by preparing for retirement. Financial and insurance vehicles for small medium businesses .Wealth accumulation retention and distribution
  • Goody Goat Games
    Owner
    Goody Goat Games 2005 - 2010
  • The Medical Wing
    Founder
    The Medical Wing 2005 - 2010
    View
  • Willo-Dell Country Club
    President
    Willo-Dell Country Club Mar 1987 - Mar 2001
    Niagara Falls On
    Manage day to day business operations including all finaces, investment parameters, aquisitions and involvement with Golf memberships ,Green fee play , tournaments, Sales and Promotions,Public relations Food and Beverage. Greens crew and Admin Staff
  • Toronto Executive Consultants
    General Mgr/Vp.
    Toronto Executive Consultants 1974 - 1983

James (Jim) S. Slaven Epc Skills

Retirement Critical Illness Estate Planning Disability Insurance Retirement Planning Wealth Management Mutual Funds Strategic Financial Planning Portfolio Management Employee Benefits Investments Insurance Financial Planners Wealth Financial Advisory Fixed Annuities Investment Strategies Securities Term Life Insurance Asset Allocation Small Business Investment Advisory Retirement Savings Life Insurance Health Insurance High Net Worth Individuals Mortgage Lending Asset Management Financial Services Segregated Funds Wealth Accumulation Pensions Rrsp Leadership Tfsa Personal Finance Long Term Care Resp Savings Income Protection Long Term Care Insurance Group Benefit Plans Succession Planning Risk Management Sales Key Person Insurance Financial Planning

James (Jim) S. Slaven Epc Education Details

Frequently Asked Questions about James (Jim) S. Slaven Epc

What company does James (Jim) S. Slaven Epc work for?

James (Jim) S. Slaven Epc works for Impact Financial Group Inc

What is James (Jim) S. Slaven Epc's role at the current company?

James (Jim) S. Slaven Epc's current role is Managing Director/Founder at Impact Financial Group Inc..

What schools did James (Jim) S. Slaven Epc attend?

James (Jim) S. Slaven Epc attended Miami University, Acton Distric High.

What are some of James (Jim) S. Slaven Epc's interests?

James (Jim) S. Slaven Epc has interest in Playing Pool, Gardening, Working, Investing, Reading, Golf, Travel.

What skills is James (Jim) S. Slaven Epc known for?

James (Jim) S. Slaven Epc has skills like Retirement, Critical Illness, Estate Planning, Disability Insurance, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial Planning, Portfolio Management, Employee Benefits, Investments, Insurance.

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