Jim Clement
Financial Advisor @Dfsin Ottawa
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WORK HISTORY
Financial Advisor @Dfsin Ottawa
Ottawa, ON, CA
We are solutions oriented in every respect. Through diverse areas of specialization, our professionals utilize their knowledge and experience in wealth accumulation, tax minimization and wealth transfer strategies to provide effective solutions to the issues uncovered throughout the planning process.Our team specializes in tax-effective solutions for business owners, professionals and retirees, particularly in investment, retirement income and wealth transfer planning.
EDUCATION
Algonquin College of Applied Arts and Technology
Associate's Degree, Business Administration and Management, General
Algonquin College
Associate's degree, Business Administration and Management, General
SKILLS
ABOUT JIM CLEMENT
Too many people focus on Wealth Accumulation, and not enough on the eventual Utilization of those Assets.This can cause major tax issues (personal and for the estate) as well as pensions and credits claw back. With all my years in the business and having dealt with over clients I have learned to focus on your whole financial plan to avoid these common issues.\"We are solutions oriented in every respect. Through diverse areas of specialization, our professionals utilize their knowledge and experience in wealth accumulation, tax minimization and wealth transfer strategies to provide effective solutions to the issues uncovered throughout the planning process.Our team specializes in tax-effective solutions for business owners, professionals and retirees, particularly in investment, retirement income and wealth transfer planning.\"
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