- Port Hardy · Port MacNeill · Tofino · Uclulet
Coastal Community Credit Union
Meet Jimmy MacMunn! Jimmy’s personal passion for investing drove him to take the securities course to make a difference in people lives. He’s new to the industry, but has passionately followed the markets for the past 15 years.
Jimmy helps his clients and members figure out where to start. Whether it is a TFSA, RRSP or RESP and then choosing the appropriate investment vehicle within each plan. Teaching people about the benefit of starting early and giving them the tools to improve their financial health is work that Jimmy is excited about. Jimmy successfully completed his Canadian Securities Course along with his Conduct and Practices Handbook. He is currently working on his Wealth Management Essentials Course and is eager to pursue further education in Wealth Management.
When not at work, Jimmy can be found outdoors hiking, fishing and swimming. Jimmy spent his 20’s traveling around the world learning about other cultures. His travels took him to the DRC(Democratic Republic of the Congo) volunteering at an orphanage teaching public health, English and Math. All of these experiences help Jimmy to connect with clients and build a relationship to really improve their financial well-being.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.