
Jim Sullivan CFP®, TEP, CLU
Jim Sullivan is a long serving leader in the financial services industry and brings with him 40+ years of experience. Jim supports the team in a variety of different aspects, working on complex cases to provide comprehensive financial solutions. His financial experience comes from a background in bank branch management, commercial banking, and wealth management. He also brings a range of accreditations and designations to an already diverse team, including CERTIFIED FINANCIAL PLANNER®, Trust & Estate Practitioner, and Chartered Life Underwriter.
Jim served as the Regional Vice President at IG Wealth Management for 10 years before briefly retiring. During his short retirement he played golf regularly and spent quality time with his three daughters and lovely wife of 36 years, Murielle. Within the year, Jim decided to return to the industry with Andrew St. John & Associates, where he continues to offer his knowledge and advice to the team as a financial planning expert. His broad knowledge in financial planning, estate management, and life insurance has earned him a reputation for excellence and trustworthiness in the financial industry.