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Workshop/Retreat Clients 

Click on any Industry/Sector title to see a list of Jim’s Retreat Clients in that section.


Financial Services Client List

  • Aetna Life Insurance of Canada
  • American Express
  • Atlantic Blue Cross
  • Bank of Montreal
  • Blue Cross and Blue Shield
  • Canadian Association of Financial Planners
  • Canadian Imperial Bank of Commerce
  • Co-operators Insurance Group
  • Credit Union Central
  • Credit Union Electronic Transactions Services
  • Delta Credit Union
  • Gerling Global Life Insurance
  • Gore Mutual Insurance Company
  • Great West Life
  • Insurance Company of British Columbia
  • Insurance Institute of Canada
  • Laurentian Financial
  • Laurentian Group
  • Mackenzie Financial Corporation
  • Matrix Financial
  • Ontario Municipal Employees Retirement System (OMERS)
  • P.H.H. Homequity
  • Royal Bank of Canada (various divisions and departments)
  • Sun Life

Comments/Evaluations in the Financial Services sector

"A good presenter – thinks differently."

Muhammad Ikram Thowfeek, Head of Corporate Strategy, Al Safa Islamic Banking, Qatar

"Excellent and thought provoking presentation."

Amit Desai, Executive Manager, Qatar National Bank

"Highly informative, greatly inspiring for change and development of organizations."

Amjad Radi, Senior Manager, Qatar National Bank

"Always enjoy your comments. Very inspirational. Step back and appreciate life. Be grateful."

Kathy Lloyd, Life Manager, Great West Life Assurance Company

"Jim's down-to-earth, warm, and energetic style was perfect for our Executive Team's intensive workshop. We spent a very productive, fun, roll-up-your-shirt sleeves day together. We ended the day feeling energized and inspired to get going on the plans we had made."

Dana Keslo, Leadership Coach, Gerling Global

"An inspiring session - full of practical hints and wisdom to help us all become better leaders."

Martin Haynes, VP Corporate Services, Atlantic Blue Cross

"This was an innovative way of presenting the concepts of addressing issues in a lively and non-confrontational way."

Laura Riched, Regional Operations Manager, Manulife Financial

"Always communicate, not just give information. Stop, start and keep rules. Managers see people as they are, leaders develop them into what they can be."

Maira McLeod, Citizens Bank of Canada

"Jim relates concepts to reality - to our individual lives. There is a genuine compassion reflected in the material."

Dorothy McKinnon, Manager, Document Services, Sun Life Financial

"Very useful two days investment!"

Anna Lee, Manager, Insurance Corporation of British Columbia

"Practical and useful lessons in strategic management. Excellent reinforcement of sound and time-proven principles."

Jay Woo, Vice President, IT,, The Co-operators General Insurance Co.

"Key concepts - excellent approach and presentation."

Graeme Steele, Vice President, Taxation, The Co-operators General Insurance Co.

"Jim's approach inspired our group to take a critical and constructive look at how we approach our strategy development and day-to-day operations."

Paul Hanna, Director, Strategic Planning, The Co-operators General Insurance Co.

"The course provided some excellent suggestions for becoming a better leader without overwhelming the participants with information. Jim is very motivated, knowledgeable and entertaining. This was a day well spent."

Francie Dudeck, Great West Life Assurance Co.

"Fantastic/stimulating meeting, very uplifting. Thanks Jim, absolutely wonderful insights into our day to day lives as we enjoy the journey!"

Jonathan Botterill, Principal/Owner, Sequoia Financial Group

"Helped to reinforce previous learning and has helped to assemble thoughts and items which need immediate attention within our organization."

Randy Bertsch, Senior Vice President, Member Relations, Island Savings Credit Union

"Excellent communicator, informative, keeps your attention, great understanding of everyone's situation. Very funny (and you can tell your kids I said that!)."

Bernice Mauns, Assistant Manager, Group Disability Claims Services, Great West Life Assurance Co.

"Excellent presentation/facilitation, clear and engaging."

Jeff Hemmett, Career Centre Leader, Great West Life Assurance Co.

"Jim presented a useful tool for encouraging and implementing a high performance culture. Loved it!"

Linda Kyle, Human Resources, Sun Life Financial

"The session helped me to solidify the idea that positive thoughts have positive impacts at work, at home and anywhere else you find yourself."

Christopher Hill, Partner, Erb & Erb Insurance Brokers Ltd.

See Comments/Evaluations of Jim�s Keynotes in the Financial Services sector

See Jim�s Financial Services Keynote Clients

See Jim�s Financial Services Keynote and Workshop/Retreat Clients combined





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