James McCreath
Portfolio Manager @Bmo Nesbitt Burns
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WORK HISTORY
Portfolio Manager @Bmo Nesbitt Burns
Calgary, AB, CA
Member of the McCreath Group. We specialize in working with clients to develop practical, tax-efficient, long-term financial strategies to prepare for retirement.We provide clients with superior wealth management guidance on a timely basis while exceeding their expectations for- Client Service- Portfolio Advice and Development- Trust and IntegrityJames is a Chartered Invesment Manager (CIM) and is licensed to manage discretionary client portfolios. He is also a Certified International Wealth Manager (CIWM), the global standard for strategic wealth management. Web site:
EDUCATION
Thompson Rivers University
Bachelor of Journalism, Print and Online
Royal Roads University
Master of Business Administration (MBA), Management Consulting
SKILLS
ABOUT JAMES MCCREATH
I empower clients to lead a more informed and healthy financial life through a client-advisor partnership. You need a financial coach/investment advisor to motivate, identify goals, manage problems and enhance your financial literacy. And you need to hold yourself accountable by practising and applying a personal financial system. I\'m here to help.\"- James
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