Canada’s leading authorities on retirement, investing and personal finance

Financial Expert, Syndicated Columnist, Best Selling Author, Speaker

A familiar face to many, Jim Yih is one of Canada’s leading authorities on retirement, investing and personal finance.

Jim has authored the best seller, MUTAL FUNDamentals and also Seven Strategies to Guarantee Your Investments. He has become a source for the media as his analysis and research have been used by The Globe and Mail, The National Post, The Edmonton Journal, The Calgary Herald, The Montreal Gazette, The Vancouver Sun, Investopedia.com and many other publications across Canada. Currently, Jim writes regular columns for The Edmonton Examiner, Yahoo.ca, Moneysense.ca, FundLibrary.com, Canadian Business Online, The Canadian Investment Journal and Canadian Money Saver magazine.

Jim has been featured on CBC Radio and 880 CHQT Radio as the financial expert on their popular radio segment Talk to the Experts.

Jim has been in the financial services industry since 1991. He began his career training financial advisors on retirement and investment products. In 1995 he began consulting individuals in the area of retirement and investing, where he catapulted to the top 10 of Canada’s account executives with Manulife Securities International Ltd. Today, Jim is the founder and owner of CORE Financial Advisors.

To round off many of Jim’s accomplishments is his seminars and speaking. With over 80 speaking engagements a year, Jim’s entertaining, common-sense approach to finance and investing appeals to audiences of different appeals. Jim speaks regularly to many different organizations like investor groups, professional associations and industry conferences. Jim has worked with organizations like The Canadian Association of Financial Insurance Advisors (CAIFA), Million Dollar Round Table (MDRT), MAFAC, CLU/CHFC Chapters, Manulife Financial, Great-West Life, Sun Life, Fidelity Speakers Bureau, Public and Catholic School Boards, CIBC, Indigo Bookstores and Chapters Bookstores.

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Best Selling Author

MUTUAL FUNDamentals

MUTUAL FUNDamentals is a powerful and compelling book on research, rating and selecting top mutual funds in Canada. While other books today deal with similar topics, there are many reasons why MUTUAL FUNDamentals stands above the rest.

Not just another book on mutual funds

The foundation of our book lies in our research because “Good research leads to good decisions.” We address some of the shortfalls that exist in other rating systems. MUTUAL FUNDamentals is about applying quantitative research and information, in a disciplined and objective manner which will produce funds that stand out as the highest quality. Fundamentally, this is also the objective of other rating systems. However, the key difference in our research is the emphasis. We emphasize analysis of risk, and consistency more than performance. And we emphasize underlying principles rather than just results. Like the old saying goes, “Give a man a fish and he eats for a day but teach a man to fish and he eats for life.” – we are teaching rather than just giving.

Seven Strategies to Guarantee Your Investments

Seven Strategies to Guarantee Your Investments is the perfect book for conservative investors who want to enhance returns without compromising on risking their capital. There is no other book like it in the marketplace. The Book as already garnered wide media and industry wide acclaim from the likes of Bruce Cohen, Ellen Roseman, Duff Young, Tim Cestnick and many more.

Has your investment portfolio taken a beating? Are you discouraged by the stock markets? Does your crystal ball show doom and gloom in the years ahead? Are you frustrated with your investment portfolio? Does risk in investments make your stomach turn? ARE YOU SLEEPING AT NIGHT? Conservative investors face all these questions.

Syndicated Columnist

For the past 5 years, Jim has written over 500 articles for various publications. His articles are entertaining, informative and timely. Jim’s popularity continues to grow because of his ability to communicate with clarity.

Other Media Contributions

TV:

• CTV News
• Help TV
• Global News
• Breakfast Television
• City TV

Print:

• National Post
• Globe and Mail
• Edmonton Journal
• Edmonton Examiner
• Vancouver Sun
• Calgary Herald
• Victoria Times
• Ottawa Citizen
• Montreal Gazette
• Investment Executive
• Canadian Investment Journal
• Alberta Council on Aging
• Edmonton Seniors
• CIBC
• Alberta Treasury

Magazine:

• Canadian Moneysaver
• Today’s parent
• Moneysense
• Canadian Business

Radio:

• CHQT
• Cool 880
• CBC Radio

Book Contributions:

• Mutual Fundamentals, 1999
• Seven Strategies to Guarantee Your Investments, 2004
• Smart Tips for Estate Planning, 2009
• Live Well, Retire Well: Strategies for a Rich Life and a Richer Retirement by Patricia Lovett-Reid, Senior Vice President, TD Waterhouse
• Investments – University Textbook
• 10 things I wish someone told me about retirement
• Defining Moments

Software:

• My Estate Organizer – software
• My Legacy Organizer – software
• Mr.Tax Software
• Quicken

Other:

• WealthWebGurus.com
• Yahoo Finance.ca
• Moneysense.ca
• CanadianBusiness.com
• Professional Referrals.ca
• Fundlibrary.com
• Fundscope.com
• Canada.com
• Globefund
• Globeinvestor

Download "Jim in the Media" PDF (2.3 MB)