Jim Niles

Certified Financial Planner™

Jim grew up in the “Heart of the Thousands Islands”, Gananoque, Ontario. He moved to Ottawa in 1979 to pursue his post-secondary ambitions, fell in love with the city & never left. Jim received his BA Honours from Carleton University.

After having read, “The Wealthy Barber”, by David Chilton, it was then that he gained an appreciation of the importance of obtaining & acting on expert financial advice. Jim began his financial career in 1996 after passing the Canadian Securities Course & subsequently obtained his Certified Financial Planner professional designation in 2001.

Over the past 18 years, Jim’s clients who range from business owners, professionals, retirees & students have come to rely on his expert advice, sound judgment & genuine interest in their financial well being at any age or stage of life.

Outside of work, Jim can be found golfing at Cedarhill Golf Course where he also runs Men’s Night. He also is an avid curler during the Winter.


Insurance products available through Jim Niles.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.