Tim has a combination of experience and designations that is matched by few advisors in Canada.
He is a Discretionary Portfolio Manager, a Certified Financial Planner (CFP), a Canadian Investment Manager (CIM), and he also holds the Certified Hedge Fund Specialist (CHFS) designation.
Through Raymond James (USA) Ltd. (RJLU), Tim is also licensed in the U.S. and able to offer Cross Border solutions for clients in Canada and the U.S.
Prior to his over 30 years as an advisor, he was a successful retail executive.
He is also fully Insurance licensed and able to help his valued clients determine if Term, Disability, and/or Critical Illness insurance (for protection), and Whole and Universal Life insurance (for wealth creation) fit into their plans.
Tim might spend a little bit too much time following the Florida Gators, but he’ll spend even more energy helping you and your family achieve what is important financially to you.
The Retirement Sherpa is heard on Humble & Fred Podcast, weekly across North America discussing the SHERPA Financial Planning process.
If you don’t have a plan or would like to review yours, Tim and his fantastic team would be VERY happy to be of value.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
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