Jim Kapeluck

Vice President at Connor Clark & Lunn Private Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Edmonton, Alberta, Canada, CA
Skills

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Bio

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Credentials

  • Chartered Investment Manager
    -
    Feb, 2015
    - Nov, 2024
  • Certified Financial Planner
    -
    Jun, 2007
    - Nov, 2024
  • MBA
    -

Experience

  • Connor, Clark & Lunn Private Capital Ltd. (CC&L)
    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Vice President
      • Mar 2015 - Present

      By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms whose affiliated teams manage over $72 billion in assets.

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Wealth Advisor
      • Sep 2011 - Mar 2015

    • Senior Private Banker
      • Sep 2011 - Oct 2012

  • BMO Private Wealth
    • Canada
    • Financial Services
    • 700 & Above Employee
    • VP and Market Manager
      • 2007 - 2010

  • BMO Bank of Montreal
    • Account Manager
      • 1987 - 1999

Education

  • Canadian Securities Institute
    Chartered Investment Manager
    2014 - 2015
  • Financial Planning Standards Council
    Certified Financial Planner
    2006 - 2007
  • Dalhousie University
    MBA, Financial Services
    2001 - 2005
  • Canadian Securities Institute
    Fellow of the Institute of Canadian Bankers
    2004 - 2004
  • University of Saskatchewan
    B Comm, Finance
    1985 - 1987
  • University of Saskatchewan
    BA, Pre-Architecture
    1982 - 1985

Community

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