Jim Stoddard

Financial Advisor, CFP, CLU, CHFC

 
Jim Stoddard

About Me

I have been in the financial services industry since 1967. I developed a high profile business practice providing counsel to individual clients and business owners. Over the years I have also developed a specialty in retirement planning. I have my CLU (Chartered Life Underwriter), CFP (Certified Financial Planner) and CH.F.C (Chartered Financial Consultant) designations.

I’m a proud father of four and grand-father of 9 grandchildren. I love to golf, ski, and visit our family cottage in Nova Scotia.


My Services

 

Risk Management Strategies

 

  • Life Insurance Planning

  • Critical Illness Insurance Planning

  • Disability Income Planning

  • Creditor Proofing Strategies

 

Wealth Management Strategies

 

  • Retirement Planning

  • Investment Planning

  • Tax Planning Strategies

  • Estate Planning & Protection

 

Corporate Strategies

 

  • Employee Benefits Plans

  • Group RRSPs

  • Shareholder Agreement Funding

  • Individual Pension Plans

  • Key Person Protection

  • Executive Compensation Planning

Contact Me

jstoddard@investinsuregroup.com
(905) 479-7559 ext. 229