Vancouver Zoomer Show

Identifying 5 Money & Investment Challenges as We Age

LIFESTYLE & TRAVEL STAGE – Sunday, 3:30 pm

With 30 years’ experience, Jim Doyle CFP, CLU, CDFA, TEP, CIWM and his team help affluent Canadians with a diverse range of personal and professional goals, manage the changing needs of their wealth. Most of the clients we work with have spent their working life accumulating wealth, planning for the next phase. Building wealth goes beyond running a strong balance sheet and showing profits each year. Depending on the complexity of their financial needs, we work collaboratively with their other professional advisors. Their investment portfolios have evolved, allowing them to explore their options and prepare for the future on their terms. They appreciate a helping hand to ensure things are flexible enough to accommodate changing objectives and family dynamics.

We believe strong communication between different generations is critical because as the values and goals of all members are heard, conversation among them becomes easier. We help guide these conversations. Our role – to serve multi-generational families with careful and ongoing management of your family’s wealth, which allows family members to focus on their life goals, knowing their wealth management needs are in good hands.

We cherish the opportunities that allow us to enhance financial literacy, whether as a program instructor with Junior Achievement of British Columbia, or hosting Money Matters with Jim Doyle on radio with BNN Bloomberg 1410, or on JoyTV.

Doyle & Associates Private Wealth Management – Investors Group Financial Services Inc.

770 – 666 Burrard St Vancouver BC V6C 2X8    direct (604) 630-3733

If you are currently an Investors Group client, please contact your Consultant. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Great-West Life Assurance Company.