James W. Dennis MAcc, CIM®
Vice President, Portfolio Manager, Investment Advisor
Tel: 416.941.6753

Jim has over 16 years of experience in wealth management. His areas of expertise and focus is in portfolio construction and manager research. He is able to communicate with accountants, lawyers and insurance specialists for the purposes of tailoring personal, corporate and estate tax planning. Jim’s accounting and financial background helps him identify solutions to reduce taxes, enhance and preserve wealth, and transfer assets tax-efficiently to the next generation.

Jim is a graduate of Queen’s University (B.Comm), University of Waterloo (M.Acc) and holds a Chartered Investment Manager (CIM®) designation. He is a member and former captain of the Granite Club Masters Swim Team. Jim is father of two amazing children, Alexander and Evelynn.

Jim’s team at Richardson Wealth offers high net worth individuals and trusts a comprehensive approach in managing their investments and achieving set financial goals.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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Market research
Insights 

 

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