James joins our team as an administrative assistant while working on the Canadian Securities Course and plans to continue with his education to become a full-fledged financial advisor and certified financial planner.
His background in business management in the hospitality industry, as well as bookkeeping and accounting, complement the work he does in assisting clients by creating financial projections to aid in their planning for retirement. Helping people to feel secure and reassured in their financial situations is a main reason he is drawn to the field.
James lives in Saint-Lazare and when he’s not studying or in the office, he tries to spend as much time outdoors rock climbing or hiking at Mont. Rigaud with his dog Luna.