James Bilcox
Bio
James is a Certified Financial Planner and has worked in financial services for 20 years. Time w/ ATB Financial, RBC and now as an advisor w/ Sun Life Financial the last 8+ years. In 2021, he incorporated as Searchlight Financial Solutions Inc and continues to serve his valued relationships under that banner. James enjoys time w/ his wife Ali and his 9 yr old son Noah and is a lifelong Calgarian.
Personal Information
Employer Information
Calgary AB T3G0B4
Canada
Practice Information
Fee based (AUM)
Insurance Commission
Alberta
IBF
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Retirement Income Planning