James Atherton Email
Vice President - Private Wealth @ Nicola Wealth
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James Atherton Location
- Vancouver, BC, CA
James Atherton Work
- Vice President - Private Wealth @ (January 2023 - Present)
- Vice President of Sales @ (January 2022 - December 2022)
- RVP - Acquisition @ (November 2021 - December 2021)
- Regional Manager @ (December 2018 - November 2021)
- Insurance Consultant @ MD Insurance Agency Ltd. (December 2017 - December 2018)
- Regional Sales Manager - Insurance @ (January 2016 - November 2017)
- Advanced Sales Consultant - Living Benefits @ (October 2014 - December 2015)
- Insurance Specialist @ (January 2011 - October 2014)
- Financial Security Advisor @ (September 2006 - November 2017)
James Atherton Education
- Capilano College
Bachelors of Business Administration (2005)
2001-2005
James Atherton Skills
- Critical Illness
- Disability Insurance
- Employee Benefits
- Estate Planning
- Financial Advisory
- Financial Planners
- Financial Planning
- Insurance
- Investments
- Life Insurance
- Mutual Funds
- Retirement
- Retirement Planning
- Sales
- Securities
- Selling
- Small Business
- Strategic Financial Planning
- Term Life Insurance
- Wealth Management
James Atherton Summary
- James Atherton, based in Vancouver, BC, CA, is currently a Vice President - Private Wealth at Nicola Wealth. James Atherton brings experience from previous roles at Financial Horizons Group, MD Financial Management | Gestion financière MD and MD Insurance Agency Ltd.. James Atherton holds a 2001 - 2005 Bachelors of Business Administration in 2005 @ Capilano College. With a robust skill set that includes Critical Illness, Disability Insurance, Employee Benefits, Estate Planning, Financial Advisory and more. James Atherton has 2 emails on RocketReach.
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