OWNER & PARTNER

Jim is the owner of Quantum Planning Group Inc, and has been in the financial services industry for over 35 years. In addition to a lifetime of advising clients he has held senior roles within the Canadian life insurance industry, served on industry boards and councils, and consulted with numerous independent financial services companies.

Jim holds the professional designations which allow him to advise on financial, insurance and estate planning matters to professionals, business owners and corporations. He is well positioned to help people; achieve financial clarity, realize their family, financial and estate ambitions, and magnify the impact of their life’s work.

Born and raised in Calgary, Jim remains active in the community, serving on the board of the Calgary Foundation, the Alberta Insurance Council, and other community organizations.

PARTNER

With a dynamic blend of 7 years of sales expertise and a decade of dedicated client relations, Michaela is a seasoned professional who brings a wealth of experience.

Throughout Michaela's career, she has honed her skills in understanding the unique needs of clients and ensuring tailored solutions that resonate with both personal and professional aspirations. Her customer-centric approach has not only fostered enduring relationships but has also garnered trust among a diverse clientele.

Michaela has recently delved into the complex landscape of investments and insurance, aiming to provide clients with comprehensive insurance and estate planning strategies. As your dedicated insurance advisor, Michaela is committed to empowering clients with the knowledge and tools needed to make informed decisions about their financial future.

Whether you are seeking to safeguard your assets, plan for retirement, or venture into the world of investments, we’re here to guide you with a personalized and strategic approach.