AeroLeads people directory · profile
Jim Wilson Email & Phone Number
Senior Wealth Advisor
at
iA Private Wealth
1 work email found
@dpii.ca
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Jim Wilson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jim Wilson is listed as Senior Wealth Advisor at iA Private Wealth, based in Oakville, Ontario, Canada. AeroLeads shows a work email signal at dpii.ca and a matched LinkedIn profile for Jim Wilson.
Jim Wilson previously worked as Senior Wealth Advisor - iA Private Wealth at Ia Private Wealth and Insurance Advisor at IA Private Wealth Insurance at Ia Private Wealth Insurance. Jim Wilson holds Bachelor Of Commerce (B.Com.), Finance from Mcgill University.
Company email context
Email format at iA Private Wealth
This section adds company-level context without repeating Jim Wilson's masked contact details.
{first_initial}{last}@dpii.ca
86% confidence
AeroLeads found 1 current-domain work email signal for Jim Wilson. Compare company email patterns before reaching out.
Profile bio
About Jim Wilson
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.
Listed skills include Mutual Funds, Wealth Management, Investments, Retirement Planning, and 20 others.
Current workplace
Jim Wilson's current company
Company context helps verify the profile and gives searchers a useful next step.
Ia Private Wealth
Website
AeroLeads page
6 roles
Jim Wilson work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
Senior Wealth Advisor
Senior Wealth Advisor - Ia Private Wealth
Jan 2021 - Jan 2023
Insurance Advisor At Ia Private Wealth Insurance
Ia Private Wealth Insurance
Director Private Client Group At Holliswealth®, A Division Of Industrial Alliance Inc.
Holliswealth®, A Division Of Industrial Alliance Inc.
Aug 2017 - Jan 2021
1 education record
Jim Wilson education
FAQ
Frequently asked questions about Jim Wilson
Quick answers generated from the profile data available on this page.
What company does Jim Wilson work for?
Jim Wilson works for iA Private Wealth.
What is Jim Wilson's role at iA Private Wealth?
Jim Wilson is listed as Senior Wealth Advisor at iA Private Wealth.
What is Jim Wilson's email address?
AeroLeads has found 1 work email signal at @dpii.ca for Jim Wilson at iA Private Wealth.
Where is Jim Wilson based?
Jim Wilson is based in Oakville, Ontario, Canada while working with iA Private Wealth.
What companies has Jim Wilson worked for?
Jim Wilson has worked for Ia Private Wealth, Ia Private Wealth Insurance, and Holliswealth®, A Division Of Industrial Alliance Inc..
How can I contact Jim Wilson?
You can use AeroLeads to view verified contact signals for Jim Wilson at iA Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jim Wilson attend?
Jim Wilson holds Bachelor Of Commerce (B.Com.), Finance from Mcgill University.
What skills is Jim Wilson known for?
Jim Wilson is listed with skills including Mutual Funds, Wealth Management, Investments, Retirement Planning, Finance, Financial Services, Investment Strategies, and Strategic Financial Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jim Wilson you were looking for.
View similar profiles
