“Put experience in your corner, especially when it comes to your investments.” – Jim Armiento

Jim Armiento is a Senior Portfolio Manager in our Ottawa branch.

Jim graduated from Carleton University with a Bachelor’s in Economics and spent most of his career in the financial industry. His extensive experience spans almost four decades, including multiple up and down markets. Jim began his career in the Ottawa office of a major Canadian brokerage firm and then went on to manage the Ottawa branch of one of the world’s largest and most prestigious firms. Jim holds an Honours Bachelor of Arts degree (Economics) from Carleton University, where he also was a guest lecturer for several semesters. He has received numerous designations in the investment industry, including Certified Investment Manager (CIM) and Fellow of Canadian Securities Industry (FCSI). Jim’s investment approach strikes a balance between the two critical factors in any investment plan: achieving satisfactory returns while avoiding unacceptable levels of risk.

The focus of Jim’s approach centers on wealth preservation and maximizing retirement income by tax-efficient planning and investing. This includes succession plans for business and individual estate planning strategies. The trust and well-being of our clients and friends are integral to our success. Personal relationships and a high level of service are mandatory to Jim and his team.

Let Jim’s consummate experience guide your wealth.

Associate

Anastasia Koreck