Topline | Jim Fors

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Jim Fors

Business Development and Marketing Ma... at INNOVATIVE CONTRACTING, LLC

Intro Book

Financial expert with Chartered designations and architecture background.

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Location

Victoria, British Columbia, Canada, CA

Skills

Retirement Planning
Retirement
Financial Advisory
Investment Strategies
Wealth Management
Estate Planning
Financial Planning
Investment Advisory
Investments
Strategic Financial Planning
Life Insurance
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Jim Fors has a mix of financial and non-financial experience, which affects his earning potential. His Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations are valuable, but not as highly sought after as those in investment banking or hedge funds. His experience in retirement planning, financial advisory, and wealth management is also relevant, but the market demand for these skills is relatively stable. Considering his location in Victoria, British Columbia, Canada, and his non-traditional background in architecture, I estimate his hourly rate to be around $125. This is slightly lower than the national average for financial advisors in Canada, but higher than average for professionals with similar backgrounds and experience. Some financial advisors with similar experience and designations can earn $150-$200 per hour, but Jim’s unique blend of skills and experience puts him in the lower to middle range of the market.

Bio

Generated by

Topline AI

Jim Fors is a seasoned financial professional with extensive experience in retirement planning, financial advisory, and wealth management. He holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from Bryn Mawr College. With a background in architecture from the University of Utah, Jim has provided design consultation and construction services for custom homes and commercial projects. He has also worked as an advanced case consultant and business development coach for S & V Planning Corporation and as a member of various professional organizations.

Experience

INNOVATIVE CONTRACTING, LLC
- Polson, MT
- Business Development and Marketing Manager
  - Nov 2014 - Present
  - Polson, MT
  Serving clients by providing design consultation and construction of Custom Homes, specializing in Log Homes by Pioneer Log Homes of BC. Our expertise also includes Renovations, Commercial Construction including forest road maintenance and bridges and fencing.
S & V Planning

Accounting

1 - 100 Employee
- Advanced case consultant - Advisor to Advisors
  
  1997 - Dec 2014
- Advanced Case Conslultant and Business Development Coach
  
  1997 - Dec 2014
Advocis
- Member (NALU, WMALU, LUAC, CAIFA, ADVOCIS,
  - 1967 - 2011

Education

1982 - 1982

Bryn Mawr College

1982 - 1982
1976 - 1979

Bryn Mawr College

1976 - 1979
1960 - 1965

University of Utah

1960 - 1965

Suggested Services

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Jim Fors

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate