Jimy has been in the investment industry for over seven years. He holds a Diploma in Financial Management from the British Columbia Institute of Technology (BCIT), is fluent in Portuguese, and has completed his Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Investment Management Techniques Course (IMT) with the Canadian Securities Institute.
Together we provide experienced, customized wealth management solutions to individuals, families and small business owners. Jimy’s attention to detail and focus on client service allows us to deliver a superior client experience. Jimy regularly volunteers his time in the community. Last year, he was Macquarie Vancouver’s volunteer team leader for the Juvenile Diabetes Ride for the Cure.