Money Matters with Jim Doyle features frank discussions with Canadian professionals, business owners, and entrepreneurs sharing their stories of success and challenges – inspiring viewers to plan more and worry less!
At Doyle & Associates Private Wealth Management, Jim and his team offer bespoke planning advice for high-net worth families, retirees, professionals, and business owners. Jim is a graduate of the UBC Sauder School of Business Family Enterprise Advisor Program and focuses on asset management, business succession planning, inter-generational wealth planning with tax and estate planning.
With over 30 years experience, Jim’s credentials include the CERTIFIED FINANCIAL PLANNER designation (CFP), Registered Trust and Estate Practitioner (TEP), Certified Divorce Financial Analyst (CDFA), Chartered Life Underwriter (CLU), as well as the Certified International Wealth Manager (CIWM).