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J. L. (JIM) COWARD, CA, CFP  

 

Jim specializes in saving taxes and helping people build corporate and family wealth. Jim has been a trustee of a discretionary family trust and he has authored several articles on the tax savings associated with the use of family trusts and with offshore trusts.

Jim has obtained his Certified Financial Planners CFP designation. Jim has been instrumental with the development of Wilkinson Financial and he has completed many financial plans for individuals, allowing them to be confident that their resources are being properly administered and are in accordance with their risk tolerance.

Jim was born in Trenton, and he is a graduate of Albert College. Jim is a past-president of the Kiwanis Club of Trenton, and he was instrumental in assisting to make the Belleville Dialysis Clinic a reality through his tireless fundraising efforts.

Contact J.L. (Jim) Coward, CA, CFP 613-392-2592

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P.O. Box 400
71 Dundas Street West
Trenton, Ontario
K8V 5R6
Phone 613-392-2592
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Fax 613-392-8512

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Belleville, Ontario
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785 Midpark Drive, Suite 201
Kingston, Ontario
K7M 7G3
Phone: 613-634-5581
Toll Free: 1-866-692-0055
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