Jim has been the Senior Advisor with Principal Capital Management since it was founded in 2007. He switched careers in 2003, after 25-years as a school teacher / administrator, where he worked at building trust and rapport in the rural communities just south of Calgary, AB. Jim is supported by a network of admin and product and strategy specialists who work in a team environment. Jim is pleased to offer Mutual Fund Investments, through Portfolio Strategies Corporation and Life Insurance, through PPI Solutions (Calgary) Inc. He also offers General Insurance (business, farm, home) and specialty Agricultural Insurances through a10K Inc.

Jim’s skills as a teacher, his compassion for people, and his efforts to educate and bring value to the financial lives of his clients are what make his practice unique. Jim’s desire is to search for advantage and opportunity for his client’s financial situations; offer practical, manageable solutions to financial challenges and problems; and to help his clients protect what they cannot afford to lose. His business is client-centered, and strategies-based. Jim’s diverse clientele include high-wealth families, small and large business owners and professionals, rural beef producers, as well as the families and friends he has associated with over the years in his education career. He is comfortable meeting clients in the board room, on the ranch, or at the kitchen table. The future plans which excite his office are the incorporation of new product offerings which will compliment superior client research and communication. Our efforts are toward ensuring maximum satisfaction as family, farm, and business needs evolve in the years ahead.

Jim is happily married to Elizabeth and lives on an acreage in the stunning foothills of the Rocky Mountains. He is especially proud of his two adult children. Away from business, Jim enjoys travel, golf, hiking and camping. A warm, sunny beach, with family is a favorite vacation. He has always been active in the community as a coach, volunteering and supporting the activities of local schools, especially the “Red Deer Lake Building Hope – Kenya school project”, and by serving as a judge at the annual Chinook Country Regional and Calgary Youth Science Fairs.

What we do at Principal Capital Management is direct a holistic approach to our client’s financial affairs. We coordinate the necessary financial professionals to create a custom program that takes into account most areas of our clients’ financial future. Our clients can relax knowing their assets are being managed in a professional way, and they have taken the steps to minimize loss, and ensure their insurance needs are met. This means that they are more likely to spend their golden years watching their grandchildren growing up instead of nervously checking their bank balances or the stock market.