If you want retirement to be the best years of your life, you’ve come to the right place. Hi I’m Jim, and my professional passion is to help people retire happy. Now tell me that’s not a fun job to have!
I love it! For the past 20 years, I’ve helped people just like YOU take control of their money, their investments, their life and take the right steps towards financial success. In fact, I believe you don’t have to wait until retirement to live the best years of your life. I think with a little information, direction and action, you can live the best years of your life right here and now!
Financial Education is my Business
Our Financial Education Programs deliver exceptional value. Employers across Canada bring us in to deliver top quality financial education programs for the workplace because they recognize that financially responsible employees are the best types of employees to have. They are more productive, loyal and focused. Whether you want multi day workshops, one day workshops or just presenations for an hour or two, we have programs guaranteed to give results!
I know I am biased but I truly believe we have the best financial education workshops in the country. We take ordinary group retirement plans and turn them into exceptional plans by adding killer education programs and other value added services. We’ve helped make employers look good by implementing retirement plans, programs and education that employees rave about.
Most recently, we’ve also expanded our services to be able to implement and manage group retirement plans like pensions and group RRSPs.
I’m unconventional because I don’t sell mutual funds, stocks, life insurance or other financial products. Instead, I sell financial education and advice. I don’t want you to give me all your money to invest and blindly trust that I am going to manage it effectively. I want you to learn how to engage in your affairs because the reality is NOBODY CARES ABOUT YOUR MONEY MORE THAN YOU CARE ABOUT YOUR MONEY!
If you want to sit down with me and get my advice and get direction about how to manage your money, I’ll be happy to do that. You just have to pay me for my time, my knowledge and my expertise. I’d love to help you but you have to want the help first and be sure that I will make you work and I’ll ask tough questions. I guarantee you that you’ll get your money’s worth because my goal is not to sell you financial products. My goal is to make a difference. Here’s my motto “Give someone a fish and they eat for a day. Teach someone how to fish and they eat for a lifetime”.
Back in 1999, I published my first book, Mutual Fundamentals which quickly hit many of the best selling lists. The book was all about research and it was then I adopted my motto that good research leads to good decisions.
I’m committed to helping you make better decisions about money and I believe education and knowledge is the root of success. Being in the business of financial education, I’ve been helping people with my articles, columns and blogs for over 12 years. I’ve also published 5 books and am working on more. I’ve touched hundreds of thousands of people who have attended my workshops and presentations.
I am proud to have become a source of great information helping people make better decisions about money. My passion to educate motivates me to continue to develop new financial education tools, resources and products including audio CDs and software programs.
Do you care about your retirement? Your money? Your investments? Or Your life? If so, how much? Seriously . . . how much?
Do you care enough to invest some time and energy to learning more about your retirement and money? If you truly want retirement to be the best years of your life, it won’t happen without some effort.
Our 
Helping employees and employers create more financial literacy