Jim Yih

Jim Yih Email and Phone Number

Vice President Group Retirement Services @ HUB International Canada
Edmonton, AB, CA
Jim Yih's Location
Edmonton, Alberta, Canada, Canada
Jim Yih's Contact Details

Jim Yih work email

Jim Yih personal email

n/a

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About Jim Yih

I've been in the financial industry for over 21 years. Currently, I specialize in providing Financial Education Programs in the Workplace. We work with governments, corporations, associations and organizations to implement awesome workshops on retirement, investing, money and other aspects of personal finance. I've been doing these workshops for over 15 years and they've become popular because we not only know how to educate but we also know how to entertain and inspire people to action. For more information, check out my website www.JimYih.com.As a result of our Financial education programs, we have also become successful pension and Group RRSP consultants where we help companies implement, manage and review their existing Group RRSP plans, Deferred Profit Sharing Plans (DPSPs) and Defined Contribution Pensions. For more information, visit www.ClearpointBenefits.com.Being a financial education expert includes authoring 9 books, writing a regular column in the Edmonton Journal and being an award winning financial blogger at www.RetireHappy.ca.

Jim Yih's Current Company Details
HUB International Canada

Hub International Canada

View
Vice President Group Retirement Services
Edmonton, AB, CA
Jim Yih Work Experience Details
  • Hub International Canada
    Vice President Group Retirement Services
    Hub International Canada
    Edmonton, Ab, Ca
  • Hub International Canada
    Vice President Group Retirement Services
    Hub International Canada Oct 2020 - Present
    Western Canada
    I work with companies and employers to implement, review, manage and improve Group retirement plans like pensions, Group RRSPs, and Deferred Profit Sharing Plans. We are strong advocates for employee engagement and financial education in the workplace.
  • Retire Happy
    Financial Expert And Best Selling Author
    Retire Happy Jan 2011 - Present
    Canada
    I have been recognized as one of the best financial bloggers in Canada. My blog Retire Happy is the 2011 Best Personal Finance Blog in Canada from the Globe and Mail. RetireHappy.ca has also been recognized by Moneysense Magazine, BrighterLife.ca, Plutus Awards and many other financial blog sites. I'm very active on social media and made MoneySense's top 10 financial tweeters.
  • Think Box
    Fee Only Financial Advisor
    Think Box 2007 - Present
    I provide financial, retirement and investment planning services on a fee only basis. I do not sell mutual funds, stocks, GICs or insurance products. The goal is to remove the potential conflict of interest that can exist with commission based advisors.I am committed to educating people about personal finance so I can help everyone make better decisions with money. I do this through my articles, books, and speaking engagements.
  • Think Box
    Financial Education In The Workplace
    Think Box 2001 - Present
    My company specializes in Financial Education. We work with innovative businesses and employers who incorporate financial education and wellness into their benefit programs. We take ordinary Group RRSPs and Pension programs and make them exceptional by enhance learning and awareness. In most cases there is limited financial education focused on the products and plans. True financial education goes far beyond just plan and product education.Education has changed a lot with the development of technology. Our core services are still our face to face programs ranging from 1 hour to 2 days of fun learning. Although our programs receive stellar reviews, we also recognize that workshops do not fit into not all businesses and are not for all employees. As a result, we offer customized web-based learning through webinars, audio, video, email newsletters, books and alternative forms of learning.Our goal is always to make ordinary something really unique, special and exceptional.
  • Think Box
    Best Selling Author
    Think Box 1999 - Present
    I am the author of 9 books: - Mutual Fundamentals, - Seven Strategies to Guarantee Your Investments, - Smart Tips for Estate Planning- 10 Things I Wish Someone Told Me About Retirement.- Ideas for Success, Wealth and Happiness- A Beginners Guide to Saving and Investing- A Simple Guide on Guaranteed Investing- Make retirement the Best years of your life- Take Control of Your MoneyI have also developed a software program called My Estate Organizer designed to help people organize, diarize and share their estate. I just released my new we-bbased tool called Me Legacy Organizer. For more information visit www.MyEstateOrganizer.com and www.MyLegacyOrganizer.com
  • Think Box
    Professional Speaker
    Think Box 1996 - Present
    I am a professional Speaker specializing in personal finance, retirement workshops and self improvement. My services range from 1 hour keynote presentations to 3 full day workshops. My clients are primarily government, corporations, organizations and union groups.
  • Think Box
    Personal Finance Columnist
    Think Box Feb 1999 - Nov 2012
    I currently write a column for the Edmonton Journal, I have been writing a personal finance column for over 10 years. My columns has appeared in many newspapers, magazines and financial websites including the Globe and Mail, National Post, Edmonton Journal, Vancouver Sun, Montreal Gazette, Financial Post, Toronto Star, Canadian Money Saver, Moneysense, Canadian Business, Edmonton Examiner, Canadian Investment Journal, FundLibrary.com, Yahoo.ca and many more.
  • Clearpoint Benefit Solutions
    Group Rrsp And Pension Consultant
    Clearpoint Benefit Solutions 2010 - Oct 2022
    I help employers design, implement, manage and review their Group RRSP and pension plans. We find that most of these plans have been neglected and put on auto pilot for far too long. We have a strong track record in improving plans, lowering fees, improving service and adding our financial education for employees.
  • Core Financial Advisors
    Owner
    Core Financial Advisors 2002 - 2008
    Retirement PlanningFinancial PlanningInvestment Portfolio Management

Jim Yih Skills

Retirement Planning Retirement Financial Planning Estate Planning Strategic Financial Planning Mutual Funds Financial Advisory Wealth Blogging Financial Services Personal Finance Insurance Wealth Management Small Business Public Speaking Financial Planners Investment Strategies Disability Insurance Financial Education Social Media Pensions Portfolio Management Employee Benefits Life Insurance Residential Mortgages Savings Writing Financial Literacy Training Mortgage Lending Loans Business Investment Advisory Fixed Annuities Long Term Care Term Life Insurance Asset Management Securities Investment Management Funding Money Asset Allocation Pension Funds Group Pension Consulting

Jim Yih Education Details

Frequently Asked Questions about Jim Yih

What company does Jim Yih work for?

Jim Yih works for Hub International Canada

What is Jim Yih's role at the current company?

Jim Yih's current role is Vice President Group Retirement Services.

What is Jim Yih's email address?

Jim Yih's email address is ji****@****appy.ca

What is Jim Yih's direct phone number?

Jim Yih's direct phone number is +158799*****

What schools did Jim Yih attend?

Jim Yih attended University Of Alberta.

What skills is Jim Yih known for?

Jim Yih has skills like Retirement Planning, Retirement, Financial Planning, Estate Planning, Strategic Financial Planning, Mutual Funds, Financial Advisory, Wealth, Blogging, Financial Services, Personal Finance, Insurance.

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