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:
- Mutual Fundamentals (Best Seller) – 1999
- Seven Strategies to Guarantee Your Investments – 2004
- Smart Tips for Estate Planning – 2010
- 10 Things I wish someone told me about retirement – 2010
- Mutual Fundamentals II – 2010
- Ideas for Success, Wealth and Happiness – 2011
- A Simple Guide on Guaranteed Investing – 2011
- A Beginners Guide to Saving and Investing for Canadians – 2012
- Make Retirement The Best Years of Your Life – 2012
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
- MapleMoney
- 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)