Investment Banking Team

Jim Locke joined PI Financial in October 2012 and has been in the investment business for 25 years with several Vancouver-based investment dealers including a three year posting in London, UK.

For the first part of his career, Jim was a special situations equity analyst covering a wide range of companies. For the last 8 years, Jim has been in the Investment Banking department primarily overseeing Union Securities' retail banking business in their Vancouver office.

Jim has a Bachelor of Commerce Degree in Finance from the University of British Columbia and has been a CFA Charterholder since 1991.