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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Contact me today to learn more

Recent posts

Meal planning on a budget

Jul 15, 2021 - Canada Life

With rising food costs, it’s hard to keep your grocery bill low without sacrificing the health and wellness benefits that come from a home-cooked meal...

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Three strategies for comfortable investing

Jul 01, 2021 - Canada Life

Asset mixes shift to a more conservative approach when people near retirement...

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Keeping kids busy on a budget

Jun 22, 2021 - Canada Life

Entertaining your kids can be expensive, but the good news is it doesn’t have to be...

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