AJ James

Financial Security Advisor
Investment Representative

A motto I live by and share with my clients is “challenge yourself to find new challenges!” Building relationships and using key financial concepts, I implement a unique and effective strategy of comprehensive planning, that helps my clients meet their goals and prosper in the future. I've built my business by assisting clients with making the best decisions for their personal, professional, business, and family needs. I work closely to help them make sound investment and insurance decisions that are useful, valuable, tax efficient, and time specific.

 

Ready to achieve your financial goals? Connect with me and book a call today!

 

A little more about me:

Upon completing my undergraduate degree at York University, I embarked on a personal journey of growth through new challenges. I stepped out of my comfort zone, accepted greater responsibilities, and learned how to overcome obstacles in order to achieve success in my endeavors.

 

Growing with my challenges, I've successfully owned several businesses, earning over a decade of experience in financial security planning, corporate structures, strategy, brand development, marketing, project management and business analytics.

 

Being passionate about learning, having an entrepreneurial spirit and a growth mindset, I challenged myself to excel while achieving my MBA from Hult International Business School. During this experience, I presented a business idea through a global competition, winning in Shanghai and London before taking the stage with a team of colleagues in Davos, Switzerland at the World Economic Forum for the 2015 Hult Impact Challenge.

 

Completing my MBA after studying in Shanghai, Dubai, and London, I had a confidence in my business acumen and execution that was unparalleled, furthered by developing entrepreneurial ventures into multi-national companies. I was at that time ready for a career of leading passionate individuals towards going above and beyond target goals. I then achieved my LLQP and IFIC licenses, and began helping clients achieve their financial goals through comprehensive planning.

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Recent posts

Welcoming a pet into your home (and your budget)

May 01, 2021 - Freedom 55 Financial

Before welcoming an animal into your home and heart, take some time to make sure you also have room in your budget...

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Save early and get the benefits of compound growth

Apr 15, 2021 - Freedom 55 Financial

Saving earlier can help unleash the power of compound interest on your savings...

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Do you need individual health insurance?

Apr 01, 2021 - Freedom 55 Financial

Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....

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