Our Team

Jim CrossJim Cross, B Comm, CFP
Certified Financial Planner

Manulife Securities Incorporated
Life Insurance Advisor, Capri Wealth Management

Jim is a partner with Capri Wealth Management, the financial planning and investment arm of the Capri Insurance Group. Jim earned his Bachelor of Commerce degree in 1977 from McGill University in Montreal with a major in finance.

Jim’s career took him to Calgary where he began working with a major chartered bank as an oil and gas financial analyst and ended up as a senior financial analyst for a major Canadian oil and gas company. A highlight for Jim in his Calgary days was being a volunteer at the 1988 winter Olympics.

In 1994, Jim moved to Kelowna with his two children to join the Capri Insurance Group, where he brings over thirty years of financial experience to his practice. Jim advises his clients on a full range of investments, including stocks, bonds, mutual funds and insurance. Jim welcomes the opportunity to meet with you and help in meeting your financial goals.

Jim and his wife Beth enjoy the Okanagan lifestyle which includes golfing, boating and skiing. Jim is also very active in community service projects through his association with Rotary.

PH (250) 860-6587
james.cross@manulifesecurities.ca

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DISCLAIMER:

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ("MFDA"), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.:

Deposit Instruments: GICs, Canada Savings Bonds;

Fee for Service Financial Planning;

Estate Planning;

Tax Planning or Income Tax Preparation;

Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.