Financial Expert

A familiar face to many, Jim Yih is one of Canada’s leading experts on wealth, retirement and money. Since 1990, Jim has dedicated his career to educating people in the area of retirement planning, personal finance, investing and wealth management. He has worked in the financial services industry in numerous roles as a manager, analyst, researcher, financial advisor, educator and consultant.

Jim is a regular contributor for the media. When the media needs someone to comment on the world of personal finance, they can depend on Jim to provide some interesting sound bytes given his extensive resume in the financial industry.

Professional Speaker

Jim has entertained, educated and inspired audiences all across the country. In every presentation, his goal is simple: To say something that makes people better, smarter, happier and wealthier. He believes that education can only exist if there is a connection between himself and his audience. He is passionate about combining stories, humor, creativity and inspiring messages to create the connection.

Jim has worked with organizations like The Canadian Association of Financial Insurance Advisors (CAIFA), Million Dollar Round Table (MDRT), MAFAC, CLU/CHFC Chapters, Manulife Financial, Great-West Life, Sun Life, Fidelity Speakers Bureau, Public and Catholic School Boards, CIBC, Retirement Life Challenge, Indigo/Chapters Bookstores just to name a few.

To see a sample of Jim's work, visit his video page

Best Selling Author

Jim is committed to helping people make better decisions about money. He believes education is the root of success so he continues to write books and develop tools to help you attain more financial success.

In 1999, Jim launched his first book Mutual Fundamentals, which quickly hit the best sellers lists. Since then Jim has launched two other books, Seven Strategies to Guarantee Your Investments and Smart Tips for Estate Planning. Jim is on a mission and is about to launch a retirement book called 10 Things I Wish Someone Told Me About Retirement as well as another investment book.

Software, Audio and Video

Jim has also launched a software program My Estate Organizer which helps people organize, diarize and communicate their estate to their families and loved ones. This program has been such a success that he is about to launch his follow-up software program My Legacy Organizer.

In addition to these two software programs, Jim has released his Retire Happy DVD which is a live recording of his popular 1 day retirement workshop. This DVD has over 6 hours of amazing information geared to help you make retirement the best years of your life.

Jim has also recorded his popular financial keynotes on CD. Currently completed is his investing keynote: Investing Is Not Rocket Science – Become A Successful Investor and his retirement keynote: Retire Happy – Make Retirement The Best Years Of Your Life.

Syndicated Columnist

Jim is an active writer with almost 1000 articles written through his nationally syndicated column. He has contributed to numerous media publications (print, TV, radio and online) including The Globe and Mail, National Post, Edmonton Journal, Edmonton Examiner, Vancouver Sun, Victoria Times, Calgary Herald, Ottawa Citizen, Montreal Gazette, CHQT Radio, COOL 880 Radio, CTV News, Global TV, Help TV, Yahoo.ca, The Canadian Investment Journal, Canadian Business Online, Fundlibrary.com, the Canadian Money Saver Magazine, Investopedia.com and many more. For a more comprehensive list, visit the media page.

Helping People Take Away The Stress Of Money

Today, Jim devotes his career to developing ideas, tools and strategies to help corporations, organizations and people create more success, wealth and happiness through his company The Think Box. Jim spends most of his time helping employers and employees by bringing financial education into the workplace as a complement to existing benefit and wellness programs.

Although Jim’s expertise is rooted in the wealth and financial industry, he firmly believes that money is not everything. To be happy, you need to find balance between life and wealth. You need to remove the clutter and stress to live happier. Jim devotes much of his career to helping others find wealth, happiness, simplicity and balance in life. Life is about quality not quantity, inner abundance not material abundance, connecting and contributing not just communicating.

Even before work, Jim is a family man. He finds inspiration daily through the support of his wife Elizabeth and his four boys Robbie, Connor, Jason and Brandon. Jim enjoys many sporting activities, especially golf and tennis.

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