Jim Greenwood 

Jim and his wife Kelly have been married for 29 years and have two wonderful children, Hailey
and Drew. In his spare time he is very active, participating in triathlons and marathons
culminating in the running of the 2006 Boston Marathon, 2009 New York Marathon, 2014 World
Triathlon Championships in Edmonton, and 2017 and 2021 Ironman World Championship.

Since 1994 Jim Greenwood has been dedicated to helping families, individuals and business
owners create a comfortable financial plan to help them achieve their goals. Jim and his team
strive to simplify the often complex financial situations that arise throughout one’s life.
Jim achieved the Certified Financial Planner designation in 1998 and has continued his
education throughout his career.  He is an Associate Portfolio Manager with IPC Securities Corportation and managing partner of BlueSky Financial Planning LTD.

Jim uses his 29 years of practical experience, leading edge ideas from continued coaching, and
the expertise of his team and network of specialists to provide an exceptional level of customer
service that is focused on the client’s unique story.