Live well, retire better.

Our Team

OUR PRINCIPALS - Jim Pelot & Julie Muir

James (Jim) Pelot B Comm., CPA, CA, Principal

Jim

Jim grew up in Ottawa and is a graduate of U of O. After articling for his CPA, Jim worked in a variety of executive roles with Nortel Networks, including finance, marketing, sales and general management positions. Jim has been the co-founder of three successful start-up companies; one in high tech and more recently, two in biotechnology where he held the Chief Financial and Chief Operating Officer roles. Jim brings his extensive business background, financial acumen and planning experience to his client engagements. His interest in entrepreneurship has afforded him a keen understanding of the importance of focus, prioritization and responsiveness.

 

Julie Muir BA,  Principal

Juile

Julie Muir is a Barrie native, who delights in many of the bountiful outdoor activities Simcoe County has to offer.   Left to raise her son as an only parent after her first husband suddenly died, Julie learned the hard way the value of a sound financial plan and how to rise above the challenge of insufficient life insurance.

Truly caring about people and their success has been what Julie’s reputation is built upon.  People know her for her honesty, integrity as well as her ability to develop and maintain solid relationships.

 

Kindred spirits who love to be active, you will find Jim and Julie together running the roads and trails, skiing the hills and cross-country trails, riding the roads (especially hills!), trails and Compu-trainers (when the roads are too snowy) , swimming in lakes and pools (when the lakes are frozen),  renovating their 1956 home (fondly known as "the project"), and enjoying the company of friends.

Together, they bring a wealth of knowledge and experience as well as carefully selected partners to Podium Prosperity Group, offering you a holistic approach to develop, protect and manage your financial accomplishments. 

Jim and Julie believe in supporting their Community and Events. Podium Prosperity Group sponsors a significant number of athletic events in South/Central Ontario and contributes 1% of revenue to the David Busby Street Center in Barrie.

Please see Our Approach for more information on what strategies we use as we coach you to success.

OUR ADVISOR TEAM

Craig Ripley - Advisor

 
 
 
 
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