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Jim Steel, CFA, CFP

President & Portfolio Manager


613-755-4004 |  1-877-755-4004

Jim Steel

I have been helping private clients manage their money for nearly 30 years. I am a CFA charterholder and a Certified Financial Planner. Previously I 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 I founded Polaris to pursue my passion of private wealth management. 

I grew up in St. Catharines, Ontario with my parents, brother and two sisters. 

Outside of the office, I enjoy playing guitar, road and mountain biking. I often bring my two border collies along on my adventures. I have completed three half-marathons. My wife enjoys road cycling and I join her frequently. I also enjoy going to the gym, skiing and the occasional round of golf. 

We have two wonderful daughters and live in Old Ottawa South.

Jim Steel-Skiing in FernieSkiing in Fernie, BC

Jim Steel-Family rain-forest vacation in Costa Rica.Family rain-forest vacation in Costa Rica.

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