Jim Grant, CFP FMA STI CSA CIM FCSI (Wealth & Estate Planning Manager)

Jim has been with the Co-operators for the past 18 months.  Prior to joining us Jim has spent the past 20+ years gaining experience in each of the four pillars of the financial services industry.  Jim has worked in Banking, Insurance, Trust Services and Investing.  Most recently Jim has been with a bank owned full service investment firm.  Jim has a commitment to continued education in the industry as you can see from his multiple designations.  Jim shares his knowledge and experience by teaching at NAIT a required course for the Certified Financial Planner designation.

Phil Foreman (Wealth & Estate Planning Manager)

I have the best job in the world.  I help people help themselves to build keep and transfer wealth to the next generation and send as little as possible to the government!

I have been in the financial services industry for thirty years and have worked with individuals and corporations in Alberta to assist in estate and succession planning over these years.

In my roles as investment fund representative, insurance agent and manager, I have found that a well drawn plan helps families and partners to move through to the next logical level in business while doing so in a tax efficient manner that respects all the players and keeps control where it needs to be.  The estate planning that gets done during this planning often leads to programs that put the large amounts of money that are sometimes required at death in the hand of the people for pennies on the dollar.

My work with Cooperators agents and their clients in Alberta continues to be a rewarding and challenging career.