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Jim Pelot
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 (known as p|w|m Advisory Group) and recently renamed Stonebrooke Private Wealth Management.  With the desire to provide an even greater financial experience for clients, in 2019, Jim and Richard chose Stonebrooke Asset Management as their preferred referral partner for Discretionary Portfolio Management.

In addition to Jim's work with Stonebrooke PWM, he also works with Podium Prosperity Group, owned by his wife Julie Muir. 

Jim holds a Bachelor's degree in Commerce, the Chartered Professional Accountant (CPA) and Chartered Accountant designations (CA).

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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