Since 1994 Jim Greenwood has been dedicated to helping families, individuals and business owners create a comfortable financial plan to help them achieve their goals. Jim and his team strive to simplify the often complex financial situations that arise throughout one’s life.
Jim achieved the Certified Financial Planner designation in 1998 and has continued his education throughout his career. Most recently he has transitioned to IPC Securities and is now licensed under the Investment Industry Regulatory Organization of Canada and has founded BlueSky Lasting Wealth.
Jim uses his 24 years of practical experience, leading edge ideas from continued coaching and the expertise of his team and network of specialists to provide an exceptional level of customer service that is focused on the client’s unique story.
A lifelong resident of Regina, Jim is a graduate of the University of Regina with a Business Administration degree focused on Marketing. In his spare time he is very active, participating in triathlons and marathons culminating in the running of the 2006 Boston Marathon, 2009 New York Marathon, 2014 World Triathlon Championships in Edmonton, and 2017 Ironman World Championship in Kona, Hawaii. He has been married to his wife Kelly for over 24 years and has two wonderful children, Hailey and Drew.