James Keene Email & Phone Number
Director, Wealth Planning @ BMO Private Banking
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James Keene Location
- Oakville, ON, CA
James Keene Work
- 2014 -now Director, Wealth Planning @
- 2011 -2014 Financial Planner @
- 2007 -2011 Investment Representative @
James Keene Education
- George Brown College
Financial Planning Certificate (Finance)
2005-2006 - Wilfrid Laurier University
BA (Economics)
2002-2005
James Keene Skills
- Retirement Planning
- Investments
- Portfolio Management
- Wealth Management
- Estate Planning
- Retirement
- Investment Advisory
- Investment Strategies
- Finance
- Mutual Funds
- Strategic Financial Planning
- Financial Advisory
- Asset Allocation
- Sales
- Financial Planners
- Financial Planning
- Financial Services
- Wealth
James Keene Summary
- James Keene, based in Oakville, ON, CA, is currently a Director, Wealth Planning at BMO Private Banking. James Keene brings experience from previous roles at BMO Investments Inc. and BMO Nesbitt Burns. James Keene holds a 2005 - 2006 Financial Planning Certificate in Finance @ George Brown College. With a robust skill set that includes Retirement Planning, Investments, Portfolio Management, Wealth Management, Estate Planning and more. James Keene has 2 emails and 1 mobile phone numbers on RocketReach.
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