Jim Kostiuk CFP
Born and raised in Edmonton, Jim left the banking industry in 2011 to join Freedom 55 Financial as an advisor. In 2018, the opportunity to join the firm Excalibur Executive Planning Inc arose, and Jim took the role of Certified Financial Planner with Excalibur.
Working as an independent advisor with Excalibur as well as being a licensed insurance agent and CFP allows Jim to provide his clients with a full range of products and services from a wide range of companies.
Jim’s focus is to work with clients who are serious about their finances and want help in reaching their future goals, whether it is a comfortable retirement, passing their company to a future generation, or anything in between.