James Schofield Email
Vice President, Senior Financial Advisor @ CI Assante Wealth Management
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James Schofield Location
- Ottawa, ON, CA
James Schofield Work
- 2000 -now Vice President, Senior Financial Advisor @
James Schofield Education
- Concordia University
B.A. (Specialization Sociology/Demographics)
1979-1983
James Schofield Skills
- Wealth Management
- Wealth Management Services
- Financial Advisory
- Retirement Planning
- Investment Advisory
- Strategic Financial Planning
- Financial Planning
- Wealth Accumulation
- Retirement Income Strategies
- Finance
- ETFs
- Alternative Investments
- Asset Allocation
- Personal Finance
- Financial Planners
- Certified Financial Planner
- Estate Planning
- Investment Strategies
- High Net Worth Individuals
- Disability Insurance
- Risk Management
- Succession Planning
- Retirement
- Asset Managment
- Long-term Care
- Investments
- Mutual Funds
- Small Business
- Investment Management
- Tax
- Securities
- Insurance
- Financial Services
- Financial Advice
- Insurance Planning
- Asset Management
- Private Wealth Management
- Long Term Care
- Estate Tax Planning
- Income Protection
James Schofield Summary
- James Schofield, based in Ottawa, ON, CA, is currently a Vice President, Senior Financial Advisor at Assante Wealth Management. James Schofield holds a 1979 - 1983 B.A. in Specialization Sociology/Demographics @ Concordia University. With a robust skill set that includes Wealth Management, Wealth Management Services, Financial Advisory, Retirement Planning, Investment Advisory and more. James Schofield has 1 emails on RocketReach.
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