Toll Free: (800) 563-0800
Fax: (709) 754-5469
Expertise that's one to one
The cornerstone of Jim's business is personalized service for each client. He believes three core ideas are the keys to any sound financial plan: building wealth, preserving wealth and transferring wealth... all in a tax-efficient manner.
Jim applies this approach in an effort to match the personal financial objectives of his clients with their financial assets. He is committed to building solid client relationships for the long term.
Jim has been an Investment Advisor with CIBC Wood Gundy since the spring of 1999. He has an undergraduate degree in Commerce from Memorial University of Newfoundland and a Masters degree in Arts from Macquarie University of Sydney, Australia.
What you can expect from Jim Walsh:
• Personalized solutions based on your goals
• Ongoing monitoring of you portfolio
• Access to an unlimited number of professional investment managers
• A relationship based on trust and integrity