Jim Zoretich brings over 20 years in the Financial Services Industry. Jim understands that servicing clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.
As a former Branch Manager / Financial Advisor for Raymond James located in Fonthill, Ontario, Jim puts his clients – and their needs first. Jim is committed to helping you achieve your financial goals. Specializing in tailored individual plans,
Jim works with clients to design investment portfolios to meet their individual needs. He offers a comprehensive array of investments alternatives tailored to the needs of each individual investor so that he can help them build and maintain their wealth.
Originally from Niagara Falls, Ontario, Jim currently resides in Fonthill. He enjoys spending time with his wife Franca and his 2 children Madison and Matthew. Jim takes pride in community involvement. Jim is the proud sponsor of the Community Living Welland-Pelham Annual Golf Tournament as well as Autism Ontario-Niagara Branch with a Charity BBQ.