James Capling
Wealth Advisor, Associate Advising Representative @Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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WORK HISTORY
Wealth Advisor, Associate Advising Representative @Connor, Clark & Lunn Private Capital Ltd. (CC&L)
ON, CA
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC & L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.CC & L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd, one of Canada’s leading investment management firms.
EDUCATION
Canadian Securities Institute
Fellow of Canadian Securities Institute (FCSI)
Canadian Securities Institute
Chartered Investment Manager (CIM)
The University of Western Ontario
BA
ABOUT JAMES CAPLING
Wealth Advisor, Associate Advising Representative - Servicing High Net Worth families and foundations, helping to preserve and grow their capital
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