Investment Banking Team

Investment Banking Team

Jim Locke

Jim Locke, B.Comm, CFA

Investment Banking

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.