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.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Market research
Insights 

 

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26 July 2021
Gold has lost some of its mojo
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28 June 2021
Investors are getting smarter
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July 2021
Investor Strategy: Half time with a big lead
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