Jim Wilson work email
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Jim Wilson personal email
Jim Wilson has been helping clients manage their wealth for over 30 years. He started his career at HollisWealth Advisory Services Inc. in 1994 and, in 2001, he became a Senior Financial Advisor and founded Wilson Financial Team, a full financial and investment planning team. In 2014, he upgraded his license and capabilities to the full-service investment platform and became a member of IIROC - iA Private Wealth (formerly HollisWealth).Jim holds a Bachelor of Commerce degree in Finance from McGill University, the designation CERTIFIED FINANCIAL PLANNER® and his insurance* license to recommend life, disability and accident insurance as well as a full range of investment options. A proponent of continued education, Jim regularly speaks at various educational seminars and presentations in his community.Disclaimer:iA Private Wealth (formerly HollisWealth) is a member of the Canadian Investor Protection Fund and the investment Industry Regulatory Organization of Canada.Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund. Wilson Financial Team is a personal trade name of Jim Wilson.
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Senior Wealth AdvisorIa Private WealthOakville, On, Ca
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Senior Wealth AdvisorIa Private Wealth Jan 2021 - PresentOakville, Ontario, Canada -
Senior Wealth AdvisorIa Private Wealth Jan 1994 - PresentMississauga, Ontario Canada
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Senior Wealth Advisor - Ia Private WealthIa Private Wealth Jan 2021 - Jan 2023
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Insurance Advisor At Ia Private Wealth InsuranceIa Private Wealth Insurance Aug 2017 - PresentMississauga, Ontario, Canada
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Director Private Client Group At Holliswealth®, A Division Of Industrial Alliance Inc.Holliswealth®, A Division Of Industrial Alliance Inc. Aug 2017 - Jan 202145-3075 Ridgeway Dr., Mississauga, On L5L 5M6
Jim Wilson Skills
Jim Wilson Education Details
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Finance
Frequently Asked Questions about Jim Wilson
What company does Jim Wilson work for?
Jim Wilson works for Ia Private Wealth
What is Jim Wilson's role at the current company?
Jim Wilson's current role is Senior Wealth Advisor.
What is Jim Wilson's email address?
Jim Wilson's email address is jw****@****dpii.ca
What schools did Jim Wilson attend?
Jim Wilson attended Mcgill University.
What skills is Jim Wilson known for?
Jim Wilson has skills like Mutual Funds, Wealth Management, Investments, Retirement Planning, Finance, Financial Services, Investment Strategies, Strategic Financial Planning, Estate Planning, Wealth, Strategic Planning, Fixed Annuities.
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2innovatecalgary.com, patiml.com2 +140328XXXXX
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Jim Wilson
Mississauga, On -
Jim Wilson
Sales Leader | Digital Transformation | Revenue Driver | Building High Performance TeamsCalgary, Ab -
Jim Wilson
Toronto, On1illuminapartners.com2 +141686XXXXX
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