James Avery
Senior Advisor, Advanced Planning @The Targeted Strategies Group
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WORK HISTORY
Senior Advisor, Advanced Planning @The Targeted Strategies Group
EDUCATION
University of Phoenix
Bachelor of Science (B.S.), Finance, General
Niagara University
Economics and Finance
ABOUT JAMES AVERY
After 10 years as a professional athlete and a Canadian Olympian, I decided to leave my childhood dream and pursue another opportunity. The transition could not have worked out any better because I\'ve found another passion, working with entrepreneurs to take control of their wealth and legacies. I\'m a licensed CPA in Canada and the US with a focus on tax. I have extensive experience working with entrepreneurs and high net worth families with interests in both countries.I help business owners actively manage their affairs to ensure tax efficient planning to protect the people and causes that are near and dear to their hearts. If you\'ve ever thought about tightening up your personal compensation structure and your estate plan, I can help.
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