Mike James
Wealth Advisor @Q Wealth Partners
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WORK HISTORY
Wealth Advisor @Q Wealth Partners
Barrie, ON, CA
EDUCATION
Georgian College
Advanced Diploma, Business Administration - Finance/Marketing
FP Canada
Certified Financial Planner®
Laurentian University/Université Laurentienne
Bachelor of Business Administration - BBA, Business Administration and Management, Finance
IFSE Institute
Canadian Investment Funds
IFSE Institute
Life License Qualification
SKILLS
ABOUT MIKE JAMES
I understand the need for family planning that encompasses generations for the best estate and tax planning solutions. As a former competitive hockey player and now ardent golfer, my competitive spirit can be seen in assisting clients and their families to succeed. I have completed my board exam to become a CFP (Certified Financial Planner). I enjoy being a part of and giving back to the community by volunteering at charitable events.
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