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Jim Doyle, CDFA
(Financial Professional)
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Jim states, “What may seem fair and equitable today, may not be equitable over time.”
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| Firm/BusinessName: |
Investors Group Financial Services Inc. |
| Address(es): |
770 - 666 Burrard St.
Vancouver BC V6C 2X8 Canada
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| Phone: |
604-682-5431 |
| Fax: |
604-681-3207 |
| Email: |
jim.doyle@investorsgroup.com |
| Website: |
http:// |
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| Professional Activities |
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The Financial Times and the National Post have recognized Jim’s expertise and printed information he provided. Doyle was recently interviewed on City TV in Vancouver, Canada. He has conducted seminars on financial planning for the Legal Education Society. Jim Doyle is also available for speaking engagements on financial issues relating to divorce.
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| Professional Licenses |
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Certified Financial Planner
Chartered Life Underwriter
Registered Trust and Estate Practitioner
Certified Divorce Financial Analyst
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| General Comments |
Jim Doyle has been providing sound financial advice to his clients since 1989. As a Certified Financial Planner with Investors Group Financial Services Inc. and with his clients, he is known for his ability to make the complex easily understandable.
In discussing his work philosophy regarding his duty to his clients, Jim speaks with sincerity when he says: “It’s important to me to get to know my clients before we talk business. Creating a good written financial plan, or modeling options on a marital division of assets takes insight and knowledge of my clients’ needs and a lot of work, but it pays big dividends for them. My investment philosophy is essentially conservative in nature. Being available to clients is important, so I make myself as accessible as possible; all calls are returned the same business day either by me personally or by one of my assistants.”
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| Areas of Practice |
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Financial
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| Education |
| Undergraduate Education |
| No response provided. |
| Professional Education |
| No response provided. |
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| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
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** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.
See IACP Standards >
IACP does not verify the information provided by the professionals listed in this directory.
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