Jim Bantis is one of the founding partners of Ascendant Wealth Partners of RBC DS. In addition to his senior leadership role, Jim oversees many of the firm’s significant private client and institutional client relationships and chairs the firm’s Asset Allocation Committee.
Jim is a Director of the Centre for Addiction and Mental Health Foundation’s Board and a member of its Finance Committee. He has also served as a Director of the Scotiabank CONTACT Photography Festival.
Jim has over 25 years of experience in the financial markets. Jim has held multiple senior leadership roles, including Head of Canadian Equity Research at Credit Suisse, a global investment bank and, most recently, a Vice-Chair and member of the Asset Allocation and Investment committees at Gluskin Sheff, a Canadian wealth management boutique.
Jim is a Chartered Professional Accountant (CPA, CA), a registered Portfolio Manager and holds a Bachelor of Arts degree in Commerce from the University of Toronto. Jim is an avid golfer and ferocious reader. He lives in Toronto with his wife Dina and their two children.