Meet Our Team
Branch Manager
Financial Consultant
Jim began his career as a financial planner in 1994 and is currently the Branch Manager of our office. Our office specializes in providing successful business owners and employee groups with full-service financial planning, insurance benefits, and retirement planning services.
Jim also provides advice in the area of pension transfers and severance packages.
Over the years, Jim’s innovative investment strategies have provided security and growth for our clients. Jim uses his expertise as a Certified Financial Planner and Canadian Investment Manager to both increase our clients’ returns and reduce their overall income taxes.
Jim has made a commitment to himself and his clients to always provide knowledgeable advice and make well-informed financial decisions. His education and current professional achievements include:
- Bachelor of Arts - Economics Specialist - University of Toronto
- Certified Financial Planner Licensee
- Canadian Investment Managers Designation
- Financial Management Advisor Designation
- Chartered Strategic Wealth Professional Designation
- Level II License – Life and Accident/Sickness Insurance
- Fellow of the Canadian Securities Institute
"As a Financial Planner, I become part of a team with my clients. The independent structure of Investment Planning Counsel™ allows me to 'shop the financial markets'. After evaluating competitive products and services, I select the best ones to meet your specific needs.
It adds meaning in my life and is a goal in my business to know that my clients’ financial needs are being met and their goals are being achieved."
- Jim Chronopoulos
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.