James Nelson Cfp

Associate Consultant at IG Wealth Management

James Nelson CFP, RRC, has been an Associate Consultant at IG Wealth Management since 2011, focusing on understanding clients' needs and providing personalized financial solutions. Previously, James served as a Consultant, specializing in helping young professionals create holistic financial plans to meet both short and long-term goals. Prior to joining IG Wealth Management, James worked as a Driver at Hamilton Building Supply from 2008 to 2011. James holds an Associate's degree in Business Sales and Marketing from Niagara College and an Associate's degree in Financial Planning and Services from Fanshawe College. Education was completed at Aldershot School.

Location

Burlington, Canada

Links


Org chart

This person is not in the org chart


Teams


Offices


IG Wealth Management

3 followers

IG Wealth Management is a company which provides Investment, Retirement, Insurance, Financial Planning & Tax Planning services.


Industries

Headquarters

Winnipeg, Canada

Employees

5,001-10,000

Links