James Craig Email
VICE PRESIDENT- FINANCIAL PLANNING -BELLWETHER ESTATE AND INSURANCE SERVICES @ Bellwether Investment Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Craig Location
- Canada
James Craig Work
- 2024 -now VICE PRESIDENT- FINANCIAL PLANNING -BELLWETHER ESTATE AND INSURANCE SERVICES @
- 2004 -2024 Vice President, High Net Worth Planner at TD Wealth @ TD WEALTH
James Craig Education
- CPA - CANADIAN INSTITUTE OF CHARTERED ACCOUNTANTS
Advanced Tax Issues for the Owner-Managed Business Course 2015 (Taxation)
2015-2015 - Canadian Institute of Chartered Accountants
CICA In Depth Taxation Program (Parts 1 & 2) (Taxation)
2000-2002 - Tax Law for Tax Lawyers (Canadian Bar Association)
Tax Law for Tax Lawyers (Canadian Bar Association) (Taxation)
1997-1997 - University of Ottawa / Université d'Ottawa
Juris Doctor (J.D.)/Taxation (Law)
1992-1995 - Concordia University
Bachelor’s Degree (Finance/Accounting)
1983-1986 - University of Ottawa
Doctor of Law - JD (Tax Law/Taxation)
James Craig Summary
- James Craig, based in Canada, is currently a VICE PRESIDENT- FINANCIAL PLANNING -BELLWETHER ESTATE AND INSURANCE SERVICES at Bellwether Investment Management. James Craig brings experience from previous roles at TD WEALTH. James Craig holds a 2015 - 2015 Advanced Tax Issues for the Owner-Managed Business Course 2015 in Taxation @ CPA - CANADIAN INSTITUTE OF CHARTERED ACCOUNTANTS. James Craig has 1 emails on RocketReach.
Looking for a different James Craig?
Find contact details for 700 million professionals.
Top Bellwether Investment Management Employees
Bufo Tony
Vice President
Montreal, QC, CA
Susan Schulze
Vice President, Practice Management
Penticton, BC, CA
William Beacham
Portfolio Manager
Toronto, ON, CA
Phillip Ackers
Vice President National Sales
Toronto, ON, CA
Alan Fustey
Portfolio Manager and Chief Compliance Officer
Winnipeg, MB, CA
Laura Sewell
Associate Family Wealth Advisor
Calgary, AB, CA
Eli Papakirykos
Associate Portfolio Manager
Whitby, ON, CA
Christopher Jardine
Senior Wealth Advisor
Toronto, ON, CA
Tom Weichel
Vice President, Family Wealth Advisor
Peterborough, ON, CA
Ryan Carrier
Family Wealth Advisor
Calgary, AB, CA
Fabio Ventolini
Senior Family Wealth Advisor
Toronto, ON, CA
Daniel Peart
Marketing Manager
Burlington, ON, CA
Edward Leslie-MacDonald
Communications Lead
Toronto, ON, CA
David O'Neil
Portfolio Manager and Senior Family Wealth Advisor
Toronto, ON, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co