Jim Steel, CFA, CFP
President & Portfolio Manager
613-755-4004 | 1-877-755-4004
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.
Skiing in Fernie, BC
Family rain-forest vacation in Costa Rica.