Meet our team

After earning a B.Comm. in Finance in 1987 from UBC and an LL.B. with a Concentration in Taxation in 1990 from the University of Western Ontario, I was called to the Ontario Bar in 1992. 

For the next several years, I worked as a lawyer in Toronto with the Immigration and Refugee Board of the federal government and then as a Senior Tax Specialist with the accounting firm of Deloitte and Touche. Having enjoyed financial matters at Deloitte, I switched to the investment industry and returned to Vancouver to work as an Investment Advisor with CIBC Wood Gundy for seven years and at HSBC Securities for nine years. 

In the fall of 2012, I joined Macquarie Private Wealth, which was acquired by Richardson Wealth (formerly Richardson GMP) in 2013. To enhance my credentials, I have completed my options license and Level 1 of the In-Depth Tax Course from the Canadian Institute of Chartered Accountants.

Jimy has been in the investment industry since 2008. He holds a Diploma in Financial Management from the British Columbia Institute of Technology (BCIT), is fluent in Portuguese, and has completed his Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), Investment Management Techniques Course (IMT), and Wealth Management Essentials Course (WME) with the Canadian Securities Institute.

Together we provide experienced, customized wealth management solutions to individuals, families and small business owners. Jimy’s attention to detail and focus on client service allows us to deliver a superior client experience. Jimy is a father of three children, and spends most of his spare time with his family, playing sports and exercising.