Quick Facts

Quick Facts about Jim Yih

Financial Professional: Over 20 years in the industry from 1990 – present

Financial Advisor from 1995 to 2007:

  • Kofin Financial Group (Partner) 1995 to 2002
  • CORE Financial Advisors (Owner) 2002 to 2007
  • Sold client practice: January 2007
  • Currently a FEE Only advisor (not licensed to sell products) through Retirement Think Box (a division of Think Box Consulting Inc)
  • President and owner of Think Box Consulting Inc (2007 to present)
  • Founder of the Financial Education in the Workplace Programs
  • Group Retirement Consultant Clearpoint Benefit Solutions (2010 – present)

Books Written:

Software, Audio and Video

  • My Estate Organizer
  • My Legacy Organizer
  • Take Control of Your Money DVD
  • Keynote CD series (3 CD audio set featuring Jim’s most popular keynotes)
  • Investing is not Rocket Science: The Secret to Becoming a Successful Investor
  • Retire Happy: Make Retirement the Best Years of Your Life
  • Take Control of Your Money: The Seven Habits of Wealthy People

These can all be found in the Retire Happy store.

Columnist (Thousands of articles written since 1999)

  • Edmonton Examiner 1999
  • Edmonton Journal and Canwest papers
  • Globe and Mail
  • Canadian Moneysaver
  • Money Magazine
  • Canadian Finance Blog
  • Canadian Investment Journal
  • Moneysense and Canadian Business online
  • Fundlibrary
  • Professional Referrals
  • Think Tank Articles

Other Media Work

  • Alberta Primetime
  • Globe and Mail Let’s Talk Investing Video Series
  • Breakfast TV (Television)
  • HELP TV (Television)
  • Global (Television)
  • Cool 880 Radio (Radio)