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Workshop/Retreat Clients 

Click on any Industry/Sector title to see a list of Jim’s Workshop Clients in that section.


Financial Services Client List

  • Aetna Life Insurance of Canada
  • American Express
  • Atlantic Blue Cross
  • Bank of Montreal
  • Blue Cross and Blue Shield
  • Canadian Association of Financial Planners
  • Canadian Imperial Bank of Commerce
  • Co-operators Insurance Group
  • Credit Union Central
  • Credit Union Electronic Transactions Services
  • Delta Credit Union
  • Gerling Global Life Insurance
  • Gore Mutual Insurance Company
  • Great West Life
  • Insurance Company of British Columbia
  • Insurance Institute of Canada
  • Laurentian Financial
  • Laurentian Group
  • Mackenzie Financial Corporation
  • Matrix Financial
  • Ontario Municipal Employees Retirement System (OMERS)
  • P.H.H. Homequity
  • Royal Bank of Canada (various divisions and departments)
  • Sun Life

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