Profile Photo
Sun Life Financial Investment Services (Canada) Inc.
Financial Planner
Nov 12, 2020 6 months ago
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
5873234260
Male
Calgary
Employer Information
Sun Life Financial Investment Services (Canada) Inc.
Sun Life Financial Investment Services (Canada) Inc.
300, 600 Crowfoot Cres NW
Calgary AB T3G0B4
Canada
4032318600
Practice Information
Financial Planner
2001
MFDA
>50
Fee based (AUM) Insurance Commission
Alberta
Alberta
No
Estate Planning Financial Planning Insurance Planning Investment Management Retirement Income Planning