Jim Greenwood, CFP®

Financial Planner

Since 1994 Jim Greenwood has been dedicated to helping families, individuals and business owners create a comfortable financial plan to help them achieve their goals. Jim and his team strive to simplify the often complex financial situations that arise throughout one’s life.

“Your Future is our Business”, our mission statement, speaks to the superior level of professionalism that Jim practices with each and every client. He draws on the expertise of his team and network of specialists to provide an exceptional level of customer service.

A lifelong resident of Regina, Jim is a graduate of the University of Regina with a Business Administration degree focused on Marketing. In his spare time he is very active, participating in triathlons and marathons culminating in the running of the 2006 Boston Marathon, 2009 New York Marathon and the 2014 World Triathlon Championships in Edmonton. He has been married to his wife Kelly for over 21 years and has two wonderful children, Hailey and Drew.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.