Jim specializes in tax, investment and retirement planning for individual and business clients. He co-founded SBSB in 1991 and has over 30 years of experience in accounting, investment management and personal financial planning.

Sullivan, Bruyette, Speros & Blayney (SBSB) is a part of BMO Financial Group.


Recent posts by this Author

Start With The End in Mind: 5 Rules for Selling Your Business

As a long-time reader of business and motivational articles, I often come across mantras, mottoes, and slogans to guide business people through their daily lives. One has stuck with me more than the others – “Start with the end in mind”.  I can’t think…