Jimmy MacMunn

Jimmy MacMunn’s passion for investing and financial planning led him into the financial services industry with one goal in mind: helping people build a stronger financial future. Having closely followed financial markets for more than 15 years, Jimmy combines his enthusiasm for investing with a commitment to educating and empowering his clients.

A member of the Coastal Community team since 2021, Jimmy holds the Personal Financial Planner (PFP®) designation and is currently pursuing his Chartered Investment Manager (CIM®) designation. He focuses on retirement and estate planning, helping clients throughout the Oceanside region develop sustainable income strategies while balancing tax efficiency and long-term wealth preservation. His goal is to help clients enjoy retirement with confidence while minimizing the impact of taxes on their estate.

Jimmy excels in helping clients take the first step toward achieving their financial goals. Whether it's selecting the right TFSA, RRSP, RESP, FHSA or investment solution, he works with clients to create strategies that align with their unique needs and objectives. Jimmy believes that starting early and making informed decisions can have a lasting impact on financial well-being, and he enjoys giving clients the knowledge and tools they need to succeed.

Jimmy traveled extensively in his twenties, gaining valuable perspectives from different cultures and communities while volunteering abroad. These experiences have helped Jimmy build genuine, lasting relationships with clients from all walks of life as he works to improve their financial well-being. Outside of work, Jimmy enjoys hiking, fishing and swimming here on Vancouver Island.

---

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.