Jim Steel – CFA, CFP

Jim Steel President and Portfolio Manager, Ottawa

613-755-4004 | 877-755-4004

Jim is a graduate of Queen’s University and has more than 20 years’ experience in portfolio design, financial planning and asset management. He holds the designations of Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP).

Jim was an early adopter of broad-market investment vehicles. His belief in a low-cost, market-based investment approach led him away from a decade-long career at RBC Dominion Securities to found his own wealth management business. He has been steadfast in his approach ever since.

Jim was a founding partner of Watson Di Primio Steel (WDS) Investment Management Ltd. in 2004. In 2008, he founded Polaris Financial Inc., one of the first firms in Canada to specialize in broad-market investing.

Well-connected in the Ottawa financial market, Jim is past-president of the CFA Ottawa Society. Participating in local community, Jim has been president of Candlelighters Childhood Cancer Support Programs and a board member of the Old Ottawa South Community Association. He has also been active with the Ottawa Estate Planning Council.

Jim manages portfolios for a select group of private clients that includes physicians, engineers, entrepreneurs, executives and retirees. To serve his clients properly, Jim restricts his minimum account size to $500,000.

Jim lives in Old Ottawa South with his wife and two daughters.

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