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    Jim Bantis

    Executive Vice-President, Client Wealth Management, Gluskin Sheff + Associates Inc.

    Jim Bantis is a seasoned financial professional with over 30 years of experience in investment and finance.3 As of January 2025, he is no longer with Gluskin Sheff + Associates Inc., where he previously held the position of Vice Chair and Head of Client Wealth Management from 2010 to April 2023.5 Currently, Jim Bantis serves as a Senior Portfolio Manager at Ascendant Wealth Partners of RBC Dominion Securities.25

    Throughout his career, Jim has held various leadership roles in the financial industry. He is known for his expertise in overseeing significant private and institutional client relationships.1 His professional background includes:

    • Senior Portfolio Manager and Head of Asset Allocation at Ascendant Wealth Partners (current position)2
    • Director of Canadian Equity Research and Equity Research Analyst at Credit Suisse Securities (Canada) for 10 years1
    • Senior positions at UBS Securities Canada and TD Bank Financial Group1

    Jim Bantis is also actively involved in philanthropic efforts. He serves as a member of the Finance Committee of the Centre for Addiction and Mental Health (CAMH) Foundation and has been a Director of the Scotiabank CONTACT Photography Festival.14

    Academically, Jim holds a Bachelor of Arts degree in Commerce from the University of Toronto. He is a Chartered Professional Accountant (CPA, CA) and a registered Portfolio Manager.1

    On a personal note, Jim is an avid golfer and enthusiastic reader. He resides in Toronto with his wife Dina and their two children.1

    Related Questions

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    Jim Bantis
    Jim Bantis, photo 1
    Jim Bantis, photo 2
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    Location

    Toronto, Canada Area