Testimonials are the best compliment I could ask for.  Please let me know how I am doing.  If you attended a seminar, read one of my books, follow my articles, sat down with me face to face, or used one of my programs, I would love to hear your thoughts and use it to help spread to word.

MoneySense Magazine says Jim is one of the Top 10 Personal Finance people in Canada on Twitter

CBC Business recommends Jim on Twitter saying “@jimyih and @GailVazOxlade and @preetbanerjee all know their stuff in the Personal Finance world.”

Personal Finance Expert Gail Vaz Oxlade recommends Jim Yih and his award winning blog as one of Canada’s best retirement resources by saying “He’s one smart dude that knows his stuff”

More testimonials

“What an amazing retirement seminar. Jim was superb! It’s not often I get a day like the day after the workshop where everywhere I went in the plant, folks stopped me and said how it was the best thing the company has ever done and thanked us for it. Every response I got was overwhelmingly positive and even more surprising were the comments from those who seldom say much. Thanks again!”

 Lorne Kelndorfer, Station Manager, ATCO Power

“Grande Prairie Regional College has had Jim Yih provide financial and retirement planning workshops to employees at our different campuses. Our staff and faculty value the opportunity to learn from an independent advisor and Jim’s depth of knowledge and logical approach ensures that his workshops are always well received. Jim provides real life scenarios that can assist everyone from individuals who are close to retirement and also those individuals just starting to think about planning for the future. Having the chance to learn from Jim is an opportunity your employees will always appreciate.”

 Marina Chondros, HR & Professional Development Advisor, GPRC

“Jim Yih is exactly what we had been looking for for several years – an independent, qualified financial advisor with gifted presentation skills offering a full-day seminar on retirement planning for our employees. The content is thought-provoking and relevant to a wide spectrum of people with different degrees of financial preparedness and understanding. There is no pushing of financial products and no pumping of financial ideology. Instead, Jim presents a down-to-earth, practical, honest framework for retirement planning which balances financial and lifestyle issues. The feedback from our employees was overwhelmingly positive from both blue and white collar, such that we have decided to roll out this program company-wide. Although initially some employees were hesitant to give up a full Saturday, every one of them was thrilled in the end that they attended. Not only does the seminar give people much-needed information, but it is also a great employee relations event.”

Lori Klingbeil, Manager Pensions and Retirement Planning, Sherritt Intl Corporation

“The U of A Alumni office has worked with Jim for over five years and we have had nothing but positive response from our program attendees. Jim’s communication is first class and the sprinkling of humor he includes adds greatly to the presentations. Jim is prompt, professional and candid. We look forward to using his services again. Thank you.”

 Angela Tom, Office of Alumni Affairs, University of Alberta

“Jim Yih’s presentation about Retiring Happy was an inspiring presentation on the essentials to living a happy life, in retirement as well. His presentation style is engaging and he challenges the audience to reflect and take action. Jim plays full on in community service, co-hosting events to raise funds for non-profit organizations, and collaborating with colleagues to inspire community change!”

Charmaine Hammond, President Hammond International Inc.

“Jim Yih is a financial expert with 20 years of experience in the industry. His Retire Happy Blog is full of practical tips for retirement savings but also has hundreds of personal finance articles on a range of topics from children’s allowances to taxes. – Dianne Nice, editor and columnist, The Globe and Mail Jim runs Retire Happy Blog and should be nominated for Canada’s Best Personal Finance Blog because he is financial educator and adviser who does an ace job of keeping things light and informative.”

Rob Carrick, personal finance columnist, The Globe and Mail

“I have known Jim since the early 90’s when he started in this business and he is truly inspirational. I have seen Jim mature and grow into one of Canada’s premier investment advisors. His passion and dedication to the business is second to none. The quality that impresses me the most about Jim is his desire to always do better, learn more and improve himself. The FundFilter simply proves my point. He has created a tool unlike anything in the industry. I’m very proud to have witnessed his success.”

Derek Green, President, C.I. Mutual Funds

“Jim is living example of success and how to become wealthy. Jim teaches simple and powerful strategies that produce results. Having been a past client over many years Jim really cares about helping people meet their goals and become financially free. Any individual and organization that wants to be more successful and wealthy needs to hear Jim.”

Wayne Lee, Author, Hypnotist/Peak Performance Expert, Speaker

“Jim Yih is a very powerful teacher. In his writing and speaking, he delivers insightful messages from the heart in a manner that everyone understands. Jim is able to take complex issues and help people understand them with his stories and analogies. There are few people in this industry as passionate and as exceptional as Jim.”

Kelley Keehn, Author of Woman’s Guide to Money

“Jim Yih combines his knowledge of money and markets with a sensitivity to personal and family needs. By adding the right touch of humour, his sessions provide participants with an engaging and enlightening opportunity to understand personal finance.”

Rein Selles, President Retirement/Life Challenge Ltd.

“Jim Yih has always had a passion for investing and personal finance that comes across through his warmth and caring for the well-being of clients. It’s great that he is carrying those traits onto an even larger canvas, with a genuine desire to educate those attending his presentations and reading his insights. His ability to keep investing in perspective as a way to improve the quality of people’s lives is always refreshing.”

Ray Turchansky, Columnist for Edmonton Journal

“Knowledgeable and passionate are words that start to describe Jim Yih as a well spoken, clear thinking financial commentator. His tempered humoristic style will both engage and educate you, providing a wealth of information in an easy to digest manner that will surprise and enlighten you on otherwise dulling financial matters.”

 David Newman, President, Federation of Independent Deposit Brokers.

“Awesome! Without exception, every person who attended your presentation said it was well worth investing their time and money. Jim, you are amazing, thanks for making it a memorable event and making me look great.”

Grant Hicks – Financial Advisor and Author

“Jim Yih is a skilled public speaker whose personal experience, sense of humour and extensive knowledge result in a presentation that is informative and fun! Who knew that combination was possible when talking about budgeting and wealth accumulation?”

 Chloe Chalmers, University of Alberta Alumni Coordinator

“What I find most appealing about Jim’s articles is that in a time when investment fads come and go Jim’s pieces stand the test of time. Jim truly believes that it is better to teach you how to fish rather than to give you a fish.”

Nick Milau, Chief Editor, www.MyFinancial Site.com

“Readers can rely on Jim Yih as a source of sound financial information. His weekly columns not only explore the pertinent issues of the day, but are written in a manner that speaks to both the experienced investor and the financial novice. Jim helps “connect the dots,” allowing readers to see and understand the larger financial picture.”

Stuart Elson, Senior Editor, Edmonton Examiner

“For five years our visitors have relied on Jim to help them make better decisions about their personal finances. Whether writing about mutual fund investing, retirement planning or tax planning, Jim outlines in plain English how different strategies and choices may affect their financial well-being.”

Marc Repin, Director of Content, MoneySense

“Jim Yih is a consistent source of investment insights for Canadian investors. His no nonsense approach to investment matters provides clarity and sound investing strategies to investors and financial professionals who frequent the Fund Library website.”

Levi Folk, CEO Fund Library

More from Audiences


“I had the pleasure of hearing Jim’s speech at the Empowering Edmonton Event. Jim communicates ideas about retirement in an easy to understand way and supports the topics with facts. I plan to see Jim speak again at the next opportunity!”

Tom Drake, Owner and Head Writer, Canadian Finance Blog

“I must admit, I was preparing for a big sales job, but what an awesome surprise! Your anecdotes about your own world were the day to day things we all face at sometime. Your information was crisp and blended well from topic to topic. Would highly recommend this course for anyone who needs the real scoop! Thanks again!

Deb Armstrong

“Your presentation was very easy to understand and  entertaining to attend. I would fully endorse attending one of his workshops whether it be for retirement or financial planning, you will be on the right road to your future success. I truly enjoyed the retirement workshop that I recently attended. The information that you provided was extremely beneficial for planning my retirement and answered the questions that I had always wondered about. My only regret is that I wish I had attended this session ten years ago.”

Jake Knudslien

I was really pleased with the “Retire Happy” workshop.  I was somewhat apprehensive about attending a full day hearing about money and hearing about how much I did not have.  However, much to my delight, the day was fun, VERY informative and I learned so much that I did not know.  I came away from the day with some pointers on some things that I could still do while I continue to work.  One of the best parts I learned was that Retirement is not all about money – that lifestyle plays into the whole thing every bit as much. It was very ‘eye opening’ to actually sit and try to determine exactly WHAT I am going to do with my time when I retire.  I also appreciated some of the practical information that Jim uses to illustrate the differences between taking money at age different ages, about cashing in retirement dollars, etc.  The entire day was one well spent and I would do it again.  Thanks Jim!

Kathy Lenihan, Executive Director, ABC Head Start

Jim puts on a fantastic workshop.  He shares his knowledge about money, taxes, pensions and investments.  He helped me understand a very complex subject through logic and an easy to understand approach.

Velma McCombie

Even thought I have a solid base of financial knowledge, I got so many great ideas and light bulb moments from Jim’s session.
Linda Mack

Thanks so much for presenting the recent Retirement Workshop.  There was so much jammed into the day that my brain is still swimming.  One of my “lightbulb moments” was learning that it’s not all about the money.  I am looking forward to using the tools provided to help make my retirement “the best ever”.

Barb Winter

“Jim is very knowledgeable in the financial area. Our district has utilized Jim’s services to present retirement planning sessions to our upcoming retiring employees (or those who are thinking of retiring). Although this topic can be very dry, Jim kept all of the attendees fully engaged in the sessions. Many of them commented that these sessions were very informative and they felt valued as employees.”

Lynn Jones, Classified Staff

“Your seminar was very educational and entertaining. A whole day crammed with retirement and financial advice had the potential in my mind to be very boring and nap provoking, but you managed to keep us alert and involved with your humour driven presentation. Your “light-bulb” information moments were truly eye opening when it came to retirement planning. Your simple, but very clear charts and diagrams cleared up almost all our questions. Besides informing and entertaining us, you have brought us peace of mind concerning our retirement.”

Doug and Dorrie McLeod

What I enjoyed about this workshop was the emphasis on lifestyle as well as the financial implications.  I have been focusing on “do we have enough money to retire” (and yes, I found out we do!) and not enough on what is my retirement going to look like with respect to doing those things that are meaningful to me.  I came away feeling confident that retirement, with some planning and thought,  will be a positive and exciting experience.

Ann Babb, ABC Head Start

Your Retirement Planning Workshop provided a wealth of information about both “lifestyle” and “financial” aspects of retirement.  Jim is a gifted speaker who was able to weave together a dizzying collection of facts, ideas, and principles into a comprehensive yet easily understood conceptual framework.  Whereas one might leave an information-packed day feeling overwhelmed, inundated, even paralyzed – on the contrary, by the end of this workshop, I think we all felt informed and energized, that we had been provided with a sound model or “process” for thinking about our retirements, one that “made sense” and that we were likely to remember and actually put into practice!  Jim combined his extensive knowledge, expertise, and experience with engaging stories, humour, and personal warmth to create a day that was engaging, informative and empowering.  Thank you!

Joy Eustace, U of A Alumni Workshop

“I thought your recent Retire Happy Workshop was fantastic and very worthwhile! I found your whole approach very refreshing and encouraging. I appreciated your extensive knowledge, down to earth “you can do this” approach and most of all your energy and enthusiasm. Thanks again for a very informative day!”

Ellen Slaughter from the UofA Alumni

“I greatly enjoyed attending the seminar on retirement planning. Your workshop was very informative as well as entertaining. I have already put some of what I learned into motion. With the info you provided I feel most confident about my future retirement. I would highly recommend your seminar to anyone and have encouraged several of my co-workers to attend if the opportunity presents itself.”

Mel Hocken

“As one of the 150+ people in the audience, I received excellent value from Jim’s presentation titled “Retire Happy! Make Retirement the Best Years of Your Life”. His presentation was filled with practical content and relevant insights delivered in fun and memorable way. I really appreciated his balanced and pragmatic view of life, work, leisure, and retirement. I also appreciated that he gave us a tool and taught us how to use it to help us plan our own retirement. I highly recommend Jim and this presentation to individuals who wish to plan their best retirement.”

Dune Nguyen, President of Beacon For Change

My husband and I attended Jim’s retirement workshop and got so much out of it.  The information received in the workshop was very informative and exactly what we needed to guide us in our plans for retirement.  My husband has been using the tools provided at the workshop to work out numbers and give us an idea of how much longer we have to work.  I would suggest that everyone attend one of these workshops.  People should participate in these workshops 2 or 3 times during their working career, starting early to get going in the right direction for retirement.

Caryl Sallows, Department of Business, Grande Prairie Regional College

Jim’s Take Control of Your Money workshop is exactly what everyone needs to hear to get smart with our personal finances.  He has a wonderful ability to share and communicate his knowledge in an easy to understand format.

Katie Gould

“Retirement planning has always been for me an anxious endeavor, with the underlying concern of “not having enough money”, a message that is constantly reinforced by those individuals trying to sell me more RRSPs.  Attending Jim’s workshop was like lifting a weight off my shoulders because I learned that retirement planning should reflect what I want to do and how I want to do it, and that I will be able to afford the retirement I want. I won’t be pressured by financial sales pitches any more.”

Teresa Halkow

I have attended two of Jim’s workshops. Both seminars were excellent with the second re-enforcing material from the 1st. The seminar was an excellent because the information was communicated in an easy to understand language and included a framework to manage/organize ones retirement ideas and financial needs. The presentation was well thought out with thought provoking ideas on retirement.  I would recommend anyone close to retirement to attend the seminar presented by Jim Yih.

Jim Smitten

More from Audiences

“No suggestions for improvement.  The workshop was perfect.  Thanks, Jim, for taking the worry out of retirement.  You were interesting and easy to listen to and now I can get ready to enjoy a happy retirement.”

“Jim is an amazing speaker.  He kept my attention for an entire day.”

“I love Jim’s energy and enthusiasm.  He has a great sense of humor and the personal examples he uses just adds a great personal touch.”

“What an eye opener.  I can’t stop thinking about all the things I need to do to plan for my retirement.”

“Jim has a passion for what he is teaching and in turn he fired my enthusiasm in learning.”

“Jim has an amazing method of presenting concepts using everyday language and life examples.”

“Jim is one of the most exceptional speakers I have heard. He is so knowledgeable and yet so approachable.”

“Jim has inspired me to get serious about money.  He makes planning for retirement fun and interesting and for the first time in my life, I feel like I have the ability to take control of my money.”

“Jim speaks at a level I can understand. He takes tough topics and teaches them using stories and personal life experiences making it easy to relate and understand.”

“For a financial guy, Jim is really funny. He uses stories and humor (but not the usual corny jokes) which make time fly by. This course is great, refreshing and delivers a message that everyone needs to hear. Instead of the usual doom and gloom and everybody needs to save more money, Jim’s message is inspiring and gives us all hope that retirement will be the best years of our lives.”

“Jim gave a very refreshing perspective on retirement. I found the seminar objective and informative. The day went by so fast.”

“I love that Jim is so knowledgeable and is not trying to sell anything.  Everytime I go to financial seminars, someone is trying to get me to invest in something.  Jim’s objectivity and passion is really refreshing.”

“Jim is a great motivational speaker and he is so knowledgeable on his topic. I liked the activities that Jim had and his easy manner. He was very engaging as a speaker.”

“Jim was so down to earth, realistic and easy to listen to. He has great confidence because he is very knowledgeable. He is able to draw the audience in and keep them interested. Best of all, he made me consider the everyday things of retirement. I left the presentation excited to plan my future.”

“Jim is a very engaging, confident and relevant speaker. He has profound thought provoking insight. I went away thinking what am I going to do 20 years from now…or whenever I plan to retire!”

“Jim was excellent. He is very knowledgeable and I was able to follow along. He has a great ability to uncomplicate things by making everything so understandable.”

“Jim was able to blend humor, stories and education together. I came away knowing so much more than before the workshop.”

“Thanks to Jim, I now understand what my husband has been doing and talking about for years. I am so please with this workshop as I am leaving much smarter and more confident about my level of understanding. Jim is an excellent speaker.”

“Jim is an amazing speaker. Not only does he know his material but he also listens to the audience and their questions. He took the time to answer all of the questions and especially mine at the break. Thanks for all the inspiration.”

“Jim is a good presenter, speaks clearly and with confidence. He is knowledgeable, pleasant and easy to listen to. Very practical thinker and conveys ideas well. A most enjoyable speaker!”

“I found Jim easy to follow and a pleasure to listen to. I received some very good advice and some thoughts to ponder over after leaving. I shared almost the entire session with my significant other.”