Jim Steel, CFA, CFP
President & Portfolio Manager
Jim has been helping private clients manage their money for over 30 years. He has earned the Chartered Financial Analyst (CFA®) designation and the Certified Financial Planner (CFP®) certification. Previously he worked as an investment advisor at RBC Dominion Securities and PWL Capital, and was a co-founder of Watson Di Primio Steel (WDS) Investment Management Limited. In 2008 he founded Polaris to pursue his passion of private wealth management. Jim graduated from Queen's University with an honours degree in economics and music.
Outside of the office, he enjoy playing guitar, road and mountain biking. He often bring his border collie along on his adventures. Jim also enjoy going to the gym, skiing and the occasional round of golf.
Jim is a volunteer board member/treasurer with the Little Angels - an organization which raises money for cancer patients in need. He is married to Linda and they have two wonderful daughters and live in Old Ottawa South.
Skiing in Fernie, BC
Family rain-forest vacation in Costa Rica.