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Jim Kapeluck

Jim Kapeluck

Account Manager

Followers of Jim Kapeluck840 followers
location of Jim KapeluckEdmonton, Alberta, Canada

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  • Timeline

  • About me

    Servicing High Net Worth families, helping them preserve and grow their wealth through generations.

  • Education

    • Canadian Securities Institute

      2014 - 2015
      Chartered Investment Manager

    • Financial Planning Standards Council

      2006 - 2007
      Certified Financial Planner

    • Canadian Securities Institute

      2004 - 2004
      Fellow of the Institute of Canadian Bankers

    • University of Saskatchewan

      -
      Bachelor of Arts - BA

    • University of Saskatchewan

      -
      Bachelor of Commerce - BCom Finance

    • Dalhousie University

      2001 - 2005
      MBA Financial Services

  • Experience

    • BMO Bank of Montreal

      Jan 1987 - Jan 1999
      Account Manager

    • BMO Harris Private Banking

      Jan 2007 - Jan 2010
      VP and Market Manager

    • TD

      Sept 2011 - Mar 2015

      • Wealth Advisor

        Sept 2011 - Mar 2015

      • Senior Private Banker

        Sept 2011 - Oct 2012

    • Connor Clark & Lunn Private Capital

      Mar 2015 - now
      Wealth Advisor, Associate Advising Representative

      By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms. Show less

  • Licenses & Certifications

    • MBA

    • Chartered Investment Manager

      Feb 2015

    • Certified Financial Planner

      Jun 2007

  • Volunteer Experience

    • Chair - Alberta Chapter Advisory Board

      Issued by The Children's Wish Foundation of Canada on Jan 1988
      The Children's Wish Foundation of CanadaAssociated with Jim Kapeluck