BEALE, Jim: CPCA, CHS, CAFA®

I have enjoyed 29 years as a financial advisor with Manulife and Sun Life Financial here in Saskatchewan. My wife Lori and I have 3 adult sons and we have 8 grandchildren that keep us busy.

Lori is a great golfer and I am fortunate enough to get out fishing on a regular basis.

Continuous learning keeps me motivated in my role as a financial advisor and mentoring the younger people as they enter the insurance business is important to me.

Joint work and collaboration with other professionals in helping clients bring me great satisfaction.

I enjoy working with small business owner partners, families, and employees.

For many years I have specialized in corporate owned life insurance solutions, Critical Illness / Disability plans, and Private Health Services Plans.

Helping business owners understand how to use corporate dollars to provide them with personal benefits that make sense for their specific situation is my passion.

Learning from other professionals in various disciplines is very important to add to the value I can bring to a client.

Having a “client first” approach is the most important rule to remember.

I began in the insurance business in 1989 and have been learning, growing, and succeeding in the financial industry ever since.

29 years of working with farm families through the movement to incorporated enterprises have been a lot of fun.

I have worked with estate planners, lawyers, accountants, and other advisors to bring clarity to many farm-related situations.

I am the president of two corporations and I use every strategy and plan for myself and my employees that I advise my clients to consider.

Member: ADVOCIS, Insurance Councils of Saskatchewan