Quick Facts

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Quick Facts about Jim Yih

Financial Professional: 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 Program

Books Written:

• Mutual Fundamentals (Best Seller) 1999

• Seven Strategies to Guarantee Your Investments 2004

• Smart Tips for Estate Planning 2009

• 10 Things I wish someone told me about retirement 2010

• Defining Moments in my life 2010

• Mutual Fundamentals II - 2010

• Guarantee Your Investments – second edition 2010

Software, Audio and Video

• My Estate Organizer

• My Legacy Organizer

• Retire Happy DVD (3 DVD set)

• 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

Columnist (Thousands of articles written since 1999)

• Edmonton Examiner 1999

• Edmonton Journal and Canwest papers

• Globe and Mail

• Canadian Moneysaver

• Canadian Investment Journal

• Moneysense and Canadian Business online

• Fundlibrary

• Professional Referrals

• Think Tank Articles

• WealthWebGurus.com (Jim owns this resourceful website)

Other Media Work

• Breakfast TV (Television)

• HELP TV (Television)

• Global (Television)

• Cool 880 Radio (Radio)

 

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Education at Work

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Featured Events

On occasion the public can attend some of Jim's events.  Check out these exciting events

Featured Product

MLO-Logo-ShadowMy Legacy Organizer is a tool to help organize, diarize and share your life legacy





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