Our Wealth Managment Team
Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Senior Investment Advisor
& Portfolio Manager
Jim Chronopoulos
CFP©, CIM©, FMA, CIWM, FCSI©
A fully accredited and licensed professional with over 25 years of experience providing personalized wealth management services, investment advice, discretionary Portfolio Management, and insurance solutions for our clients.
Financial Assistant
Lindsey Bickert
Lindsey has over a 15 years of experience working in the area of financial planning, during which time she has completed industry courses in both the investment and insurance fields, making her a valuable resource for our team. Lindsey happily provides assistance with all client inquiries.
Client Relationship Manager
Kathy Chronopoulos
Kathy brings over 15 years of experience in banking and financial services. She supports our Team with client communications and marketing initiatives and also organizes client events.
Education & Professional Credentials
Jim Chronopoulos is committed to ongoing professional development through continuous education in all aspects of wealth management.
Completing Continuing Education courses along with regularly attending conferences, seminars, and workshops enables him to maintain current knowledge of products and practices, providing you with up to date and well-informed financial solutions.
- Bachelor of Arts – Economics Specialist - University of Toronto
- CFP© (Certified Financial Planner)
- Life Insurance and Accident & Sickness Insurance License
- CIM© (Chartered Investment Manager)
- FMA (Financial Management Advisor)
- CIWM (Certified International Wealth Manager)
- FCSI© (Fellow of the Canadian Securities Institute)
Financial Insights
Monetary Policy 101
Monetary Policy 101 Bank of Canada and Interest Rates
The Bank of Canada influences interest rates for consumers and businesses. The “overnight rate”, set by the Bank of Canada is the foundation rate that all other interest rates are based upon.
Life Insurance Explained
The technicalities of life insurance can make it difficult to understand. Many clients are overwhelmed, or unsure about which option is best in terms of cost, coverage and meeting their goals.
Tax Free Savings Accounts – The Basics
A Tax-Free Savings Account, more commonly known as a TFSA, is a savings that can hold cash as well as investments. The TFSA was introduced to Canadians in 2009.