"I have worked with Jim over the years not only as a provider of consulting services to our company, but as a collaborator on consulting services. Jim is a strategic thinker, is well-connected to a network of key expertise; he has strong adaptive capacity and a strong work ethic."

Paul Bates, CMA

Dean, DeGroote School of Business

Previously Financial Services Insititution President

"Jim has done a wide range of assignments with us since 1994. His subject matter expertise, insight, and conceptual abilities have helped us launch new solutions that have added to our top line."

Rob Wright

Global Head, Product & Client Segments

RBC Dexia Investor Services

"Jim is a Senior Consultant who has partnered with us on a number of initiatives. His work is of high quality and shows a deep understanding in a number of financial solutions delivery arenas. He is a trusted resource who can be relied upon to provide clear and concise advice."

Jay Parmar

Owner, Opensoft

"Jim thinks ahead the next few years, not just the next quarter, which is the sad situation in the financial industry today. More people like Jim - visionary, honest and hard-working is what the industry needs."

Salim Kanji

Founder, B-Dev Group

"I have worked with Jim on a number of initiatives over the years and through various industry bodies such as CLIEDIS and ACORD. Jim has deep knowledge of the Canadian Distribution technology space and is well connected with many of the key players in the Canadian insurance and wealth management distribution market."

Guy Mills

SVP & General Manager,

Global Resourcing at Manulife Financial

"As a digital imaging and workflow consultant within Wang Canada, I worked closely with Jim and his teams to strategize solutions and at that time introduce clients to what was then leading edge technology. Aside from being an excellent manager, Jim had an in depth understanding of process and work flow that enabled all participants in a sales situation to provide innovative solutions for improvement to the client. Twenty years on, I can see that Jim has continues to build on those skills and continues to be a leader in his field. It is a privledge to recommend him as a person and fellow professional."

Nancy Curran

Managing Director, Shared Services Consulting

"Jim is practiced executive with terrific vision and insight into the insurance technology markets. Jim takes the time to know his customers, predict their needs and work hard to fill them. As a boss, Jim makes the time to coach and challenge his staff to stretch and grow their capabilities. I recommend working for him, and I would enthusiastically advise prospective clients and partners to engage him as a trusted advisor."

Chris Whittington, MBA PMP

Managing Director / Owner at Diamond Tension Consulting

"Jim was a true mentor to work with. Guiding me in the minutiae of insurance and wealth management while giving me a strong grasp of the bigger picture and how business worked and how decisions were made. Jim brought depth and experience to the table in all the dealings I worked with him across the wealth management spectrum."

Tom Clarke

Independent Consultant