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Most financial advisors are commission-based advisors who really get paid by selling product like mutual funds, investments or insurance. Often these professionals will provide financial planning services for "free" but the work is not really for free because they want to sell you product as a form of compensation. Jim does not sell financial products like mutual funds, GICs or insurance. Jim’s only concern is to deliver top quality retirement plans and exceptional retirement advice. For that he simply charges for his time, which removes any potential conflict of interest to reflect more objective results. Jim guarantees satisfaction. He provides a money back guarantee if you are not happy with his advice. For your personal objective consultation, email This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call 780-757-0135. What others have said about Jim"The time and money we spent with Jim was very well spent. We have given several people a referral to Jim because his services have been excellent, his advice has saved us money, and we will be much better prepared for retirement due to his expertise. I'm all sold on Jim! He was exactly what we were looking for, and gave us more than we expected." - Micheal and Faith Watson Jim's 'fee only' service should actually be called 'peace of mind' service. There is no fee or price that can be put on peace of mind and that is what I received after meeting with Jim. He is very astute and spoke to me in terms I understand. After reviewing my specific financial circumstances he provided me with very useful advice, direction and referrals. Best information I have ever received. A 'must do' experience.
- Alison Lievers
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Jim is one of the few advisors in Canada that provides top quality financial and retirement plans on a fee only basis.
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