Jim McIlroy

Job title: Advisor, CFP®, CLU®, CPA, CA

Languages spoken: English

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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How we work together

Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:

  • having detailed discussions with you regarding your current financial situation,
  • providing realistic recommendations and goals laying the foundation for you and your family's future,
  • developing an insurance strategy using life insurance and critical illness insurance to protect your family when the unexpected happens,
  • explaining the complexities of retirement planning with regards to pensions, CPP, OAS, RSP's and TFSA's,
  • helping you secure your business in the event of a disability, critical illness or death of a business partner using a variety of insurance concepts and
  • utilizing Sun Life's Estate and Financial Planning tools to develop a robust plan for higher net worth individuals.

I’m located in Winnipeg, Manitoba. Contact my office to book your appointment. 

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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