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Jim Pelot
Co-Founder, Planner and Wealth Strategist
B.Comm, CPA, CA

With a knack for uncomplicating the complicated, Jim brings his extensive business knowledge, financial acumen and 30 years of corporate planning experience to our client engagements.

Jim’s passion for entrepreneurship has afforded him a keen understanding of the challenges and opportunities facing business owners.

After a dozen years learning the processes that drive large company success, Jim co-founded 3 successful start-up technology companies (one of which was TSX listed) holding the positions of CFO and COO. In 2015, Jim partnered with Richard Tremblay and became co-owner and CFO of ABEX Private Wealth Management, now operating as p|w|m Advisory Group. Jim's expertise and proprietary "Integrated Corporate Life" program  is central to Podium Prosperity Group's ability to assist business owners with the complexities of their financial success. 

Jim has earned a Bachelor's degree in Commerce, the Chartered Professional Accountant and Chartered Accountant designations.

He and his wife Julie are triathletes and active members and sponsors of sports clubs and teams in and around Barrie, ON. 

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