Jim Kapeluck
Wealth Advisor, Associate Advising Representative @Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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WORK HISTORY
Wealth Advisor, Associate Advising Representative @Connor, Clark & Lunn Private Capital Ltd. (CC&L)
CA
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.
EDUCATION
University of Saskatchewan
Bachelor of Commerce - BCom
Dalhousie University
MBA
Canadian Securities Institute
Fellow of the Institute of Canadian Bankers
Financial Planning Standards Council
Certified Financial Planner
Canadian Securities Institute
Chartered Investment Manager
University of Saskatchewan
Bachelor of Arts - BA
SKILLS
ABOUT JIM KAPELUCK
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 have over 25 years’ experience in the financial services industry. I hold B.A. and B.Comm. degrees from the University of Saskatchewan and in 2005 received my MBA in Financial Services from Dalhousie University. I completed the Certified Financial Planner (CFP) designation in 2006 and the Certified International Wealth Manager designation in 2013. In addition, I also hold the Chartered Investment Manager (CIM) designation. I was awarded The Queen Elizabeth II Diamond Jubilee Medal in 2012 for my services to the Children’s Wish Foundation of Canada. I have been associated with the organization for over 25 years, volunteering on the Alberta, Saskatchewan, Manitoba and National boards.
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