Jim Purdie, CFP

Jim Purdie

Dealer

Mutual Funds Provided Through FundEX Investments Inc.

About Jim Purdie

Jim Purdie is an experienced Certified Financial Planner (CFP) and Wealth Advisor with more than 25 years in the financial services industry.

When dealing with Jim, all financial and retirement advice and products are bias free, client focused and not tied to any financial company or product.

Jim works hard to DEVELOP the best individualized financial strategy that meets the unique needs of each client. He values building and maintaining client relationships with a confidential and professional service.

Mentoring/Teaching:

Jim has taught financial and retirement planning courses at the Etobicoke Board of Education, York Region Catholic School Board and York Region. He is skilled in the areas of leadership and communications, bringing a unique skill to his business that his clients appreciate.

What Jim's client are saying about him:

His honesty, integrity and confidentiality are his major attributes along with his clear understanding of your goals and wishes in simple terms you can understand.

Many clients appreciate his prompt reply to questions and looks after the needs of his clients. Jim is a good listener!

Whether young or retired, Jim has a unique financial plan for your needs.

In Jim's spare time, he enjoys travelling and his cottage. He is a dedicated supporter of the Canadian Hearing Society and the Children’s Wish Foundation.

Other services provided by Jim:

Life Insurance, Investment and Retirement Planning, Group RRSP and Pension Plans, TFSA, RRIF, Individual RRSP, RESP.

Recently, Jim has acquired his Mortgage Agents license and is available to ensure you get the best possible rate in re-financing or acquiring a new mortgage.

How we help