Jim is a chartered accountant who does not sell insurance or investments nor does he do financial statements or income tax returns.
Instead, Jim's sole focus is excellence in working with people doing fee for service estate planning and estate administration.
His hourly rate is $150 with no charge for an initial one hour consultation.
Jim also holds these credentials:
TEP - trust and estate practioner
CEA - certified executor advisor
Jim has an extensive network in the community with good wills and estates lawyers, trust companies, accountants, insurance and investment advisors and charitable gift planners.
For any family that has used the services of the Henry Walser Funeral Home, Jim offers a free one hour consultation with the family to answer any questions that may relate to income taxes or the next steps with estate administration.
Jim can also provide an appropriate referral to a good local wills and estates lawyer or accountant should there be a need.
Jim is a life long Kitchener resident and is married to Penny. They have two adult children and one grandchild.
Jim's community involvement includes:
- Board member of the Waterloo Wellington Estate Planning Council
- Long time member of the Rotary Club of Kitchener Westmount
- Member of Country Hills Missionary Church
- Member of the KW Racquet Club
- Member of the Corkscrew Society (local amateur winemakers)