Jim is one of Canada’s leading experts on money, retirement, investing and personal finance. He has a passion for teaching and helping people make better decisions with money so they can all retire happy and achieve financial wellness.

As a well-known financial speaker, he has entertained audiences large and small with his common sense ‘to the point’ approach. Audiences rave about Jim’s ability to take complex matters and deliver them in a way that makes sense. He believes that true success of a professional speaker comes from not only education but also entertainment and inspiration. His use of humor and real life stories make Jim’s presentations memorable and delightful. Jim is the consummate professional who strives to make a difference in the lives of the people he touches. His goal in every presentation is to share light bulb moments so his audience can achieve more success, wealth and happiness.

Keynote Presentation Topics

Keynote presentations are 1 to 3 hour presentations ideally designed for conferences, meetings, banquets, and special events:

1. Retire Happy:  The secret to making retirement the best years of your life (recording available for purchase on CD)
2. Investing is not rocket science: You can become a successful investor (recording available for purchase on CD)
3. Take control of your money:  Seven habits of highly wealthy people (recording is available for purchase on CD)
4. How much is enough?  Are you ready for retirement?
5. For the love of family: preserving family harmony with estate planning
6. Everyone has a legacy – what’s yours?

To see or hear Jim in action, visit his AUDIO PAGE or VIDEO PAGE

To get more information on any of these keynote presentations, contact us