For over 40 years, Jim Steeden has been helping individuals, families and organizations with financial planning, investment, insurance and retirement.
He has a broad range of knowledge and experience in different facets of planning financial futures.
Jim continually strives to maintain education and professional development.
He holds designations as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC), Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and most recently, a Certified Professional Consultant on Aging (CPCA). He has been a member of the Edmonton Estate Planning Council for over 20 years.
Volunteer experience includes the Ethics Chairman for the Edmonton insurance industry, an advisor on a national life insurance product development committee, followed by three years on the Advisory Board of a national mutual fund dealer. Jim has also served repeated terms on the board of his church and is a former member of the Board of Governors of Vanguard College.