I have always been fascinated with investing. I grew up listening to my parents talk about stocks, bonds, GICs and the stock market. It's no surprise, then, that I found my way to a profession where I help others discover the rewards of investing rather than merely saving. Money invested should work just as hard as you did to earn it and invested thoughtfully will help you reach your life's goals.
I started out in the natural resource field in progressive roles that always included budgets, planning and working with people. When I reviewed my diverse career that stretched across two provinces, I realized what I enjoyed most was helping people.
I began my professional investing career when my wife (Madeline), daughters (Eileen and Catriona) and I moved to Kamloops from Vancouver Island in 2003. I was attracted to Edward Jones for values that match mine and a passion and commitment for serving clients' best interests, working in partnership and building strong relationships. With my clients, I focus on making everything crystal clear, less stressful and, yes, even a little fun as I work in partnership with you through a step-by-step goals-based planning process. When you can retire comfortably or pay off your mortgage and still take vacations, or send your kids to college without incurring debt, I've done my job.
There's more to a financial strategy than investing. We'll plan for what you want and prepare for life's surprises to ensure your plan stays on track. We'll address your concerns and work together to make necessary adjustments. My goal is to help you reach yours – and I know this approach works.
When not helping clients reach their goals, I stay active in the community through the Chamber of Commerce, our church, where I have previously served as a board member, and supporting our local WHL hockey team, the Kamloops Blazers, as a season ticket holder. For fun, I compete in wine competitions, downhill ski, catch an occasional jazz concert and play hockey.
My Personal Interests
- Community Outreach
- Spending Time with Family
- Wine Collecting/Enthusiast
Phone NumberJim Young at (250) 376-3936
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 04:00PM|
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