James joined Weichel & Associates in July, 2017, as an Associate Advisor in our Cobourg Office.
Through his extensive 20 plus year career, James has worked in various roles with several large Canadian financial organizations. His experience in investing, business and tax planning, pensions, insurance, estates, and financial planning strategies, provides our clients with a well-rounded perspective and holistic approach to wealth planning. In addition to taking on various roles in the financial industry over the years, James has also completed the Certified Financial Planner™ (CFP®) Program and Elder Planner Counselor (EPC) designations. James is a great asset to Weichel & Associates.