Feel Free with James 

Meet James

James has been in financial services for the past six years, currently serving our Winnipeg members with personalized financial advice. By getting to know his members and their unique needs, James tailors his approach based on each individual’s life stage, current and future goals, and any other factors that contribute to planning for a healthy financial future.
In his past life, James worked as Regional Sales Director for the Manitoba and Saskatchewan operating areas with a well-known investment company. In that role, and previous roles, he worked closely with high net worth clients and continues to service this demographic of members today.
  • Areas of expertise: Investment Planning, Tax Planning, Retirement Planning, Estate Planning, Intergenerational Wealth Transfer Planning
  • Credentials: Bachelor of Arts and MBA in Financial Analysis, Canadian Securities Course, Conduct and Practices Handbook Course
  • Spoken Languages: English