• How We Work For You
  1. Our Process
• Our Investment Philosophy
  1. Markets Work
  2. Dimensions of Risk
  3. Diversification
  4. Structure
• Succession Planning
  1. Changing Lanes 2011 Issue 1
  2. Changing Lanes 2009 Issue 3
  3. Changing Lanes 2009 Issue 2
  4. Changing Lanes 2008 Issue 1
• Model Portfolios
  1. JSGE Portfolios 2011
  2. JSGE Portfolios 2010
• The Informed Investor
  1. Rethink the Way You Invest
  2. Achieving All That Is Important
  3. Rising Above the Noise
  4. Five Key Concepts
  5. Concept 2
  6. Concept 3
  7. Concept 4
  8. Concept 5
  9. Your Next Steps
• Building Value
  1. Building Value - Part 1
  2. Building Value - Part 2
  3. Building Value - Part 3
• Diesel Hedging
  1. Diesel Hedging
• Newsroom
  1. T.V. Interviews
• Related Links
  1. OSSGA
  2. ORBA
  3. APABC
  4. SuccessCare
  5. Dimensional Fund Advisors
  6. Fruitman Kates LLP
  7. Roynat
• Upcoming Events
• Magazine Articles
  1. Estate Freeze Article in Aggregate and Roadbuilding Magazine
  2. Why Succession Planning Article
  3. Diesel Hedging in Aggregate and Roadbuilding Magazine
  4. Roadbuilder Magazine article
  5. Weston Wellington's Comment
  6. Flight To Quality
• About Us
  1. The Team
  2. Contact Us
  3. Legal Information

The Team

Jim Sanderson, HBSc., CFP, Wealth Advisor

Jim Sanderson is a geologist and Certified Financial Planner with more than 23 years of experience in the investment services industry. Through the Jim Sanderson Group his sole practice is building wealth for successful individuals corporations in the aggregate and road building industries across Canada. He helps his clients make smart decisions with their money using a comprehensive, consultative wealth management approach supported by a team of experts in insurance, banking, trust and estates.

Jim graduated (with Honours) from the University of Windsor earning a Bachelor of Science degree in Geology in 1982. Subsequently he worked for the Ontario Geological Survey of the Ontario Ministry of Natural Resources and Ministry of Northern Development and Mines.

He is an associate member of the Ontario Stone, Sand and Gravel Association (OSSGA), the Ontario Road Builders Association (ORBA), and the Aggregate Producers Association of British Columbia (APABC). Jim is a Certified Financial Planner with the Financial Planners Standards Council of Canada and a Life Licensed Underwriter (Level II). He has the Canadian Securities Course, the Canadian Options Course, and through the Canadian Securities Institute he has the Professional Financial Planner Course. He has been heard on radio and often appears on TV.

He lives with his wife and two sons in Toronto and is an active volunteer in his community.

Dan Kochanowski, Managing Director, Roynat Capital

Dan has worked in finance for almost 30 years. His strengths are in acquisition financing, structured and leveraged credit and both senior and subordinated debt. Each opportunity is explored on a stand alone basis and is designed for that specific situation. We work with Dan to ensure we can solve your financing issues.

Steve McInnis, Senior Advisor, ScotiaMcLeod Financial Services Inc.

Steve works as our in-house insurance consultant. He is an insurance veteran with almost 20 years experience in the industry. Steve brings tremendous professionalism, expertise and technical knowledge in the area of insurance. Through a disciplined approach, he is able to indroduce solutions that will help you reach your personal goals.

Barry Pollock, Financial Consultant and Trusts and Estate Specialist, Scotia Private Client Group

Barry is our in-house Financial Consultant. A Graduate of the Bachelor of Commerce Program at McMaster University and a Professional Financial Planner, Barry has over 23 years of experience in the financial services industry. Through his in-depth knowledge of the services available from Scotia Private Client Group, Barry will assess your individual situation and identify the appropriate solution as part of your complete financial strategy.