Chris James Cpa
I am an Wealth Advisor with The James Financial Advisory Group at CIBC Wood Gundy. The James Financial... | Fredericton, Fredericton, Canada
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Chris James Cpa’s Emails ch****@ci****.com
Chris James Cpa’s Phone Numbers No phone number available.
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Chris James Cpa’s Location Fredericton, Fredericton, Canada
Chris James Cpa’s Expertise I am an Wealth Advisor with The James Financial Advisory Group at CIBC Wood Gundy. The James Financial Advisory Group (formerly The Hicks James Advisory Group) was founded by Tim Hicks, an Investment Advisor at CIBC Wood Gundy since 1996, Tim retired in October 2021. Our team’s dedicated Financial Associate, Lindsey Haines, began her career at CIBC Wood Gundy in 2006; her primary focus is to provide an exceptional client experience to everyone of our valued clients. Lindsay Herron joined our team in Fall 2019 as an Client Associate. Our team’s purpose is to help clients manage, enhance and protect their wealth. With the complimentary skill-sets assembled in our group, we are exceptionally well positioned to assist clients with their unique financial needs, including - Investment Management - Income Planning (Pre & Post Retirement) - Investment Related Tax Planning - Insurance, Pension and Estate Planning We build relationships for the long-term that cross over to the next generation. We create personalized financial plans specifically tailored to what’s important to you and your family. Give us a call or send us an email, and we’d be happy to sit down with you to identify what your financial dreams and desires are, and elaborate on what we can do to help you achieve them. Please read through our brochure below to learn more about the team. http://www.cibc.com/pwm-socialmediadisclaimer
Chris James Cpa’s Current Industry Cibc Wood Gundy
Chris
James Cpa’s Prior Industry
Kpmg
|
Office Of The Auditor General Of Nb
|
Shannon And Buffett
|
Opportunities New Brunswick
|
Cibc Wood Gundy
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Work Experience
Cibc Wood Gundy
Wealth Advisor with The James Financial Advisory Group
Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Opportunities New Brunswick
Business Development Executive
Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Shannon And Buffett
Manager
Sun Nov 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Office Of The Auditor General Of Nb
Senior Auditor
Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Nov 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Kpmg
Staff Accountant
Sat Apr 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Chris James Cpa Email Addresses
FAQ About Chris James Cpa
-
Chris James Cpa is located at
Fredericton, Fredericton, Canada -
Chris James Cpa is a
I am an Wealth Advisor with The James Financial Advisory Group at CIBC Wood Gundy. The James Financial Advisory Group (formerly The Hicks James Advisory Group) was founded by Tim Hicks, an Investment Advisor at CIBC Wood Gundy since 1996, Tim retired in October 2021. Our team’s dedicated Financial Associate, Lindsey Haines, began her career at CIBC Wood Gundy in 2006; her primary focus is to provide an exceptional client experience to everyone of our valued clients. Lindsay Herron joined our team in Fall 2019 as an Client Associate. Our team’s purpose is to help clients manage, enhance and protect their wealth. With the complimentary skill-sets assembled in our group, we are exceptionally well positioned to assist clients with their unique financial needs, including - Investment Management - Income Planning (Pre & Post Retirement) - Investment Related Tax Planning - Insurance, Pension and Estate Planning We build relationships for the long-term that cross over to the next generation. We create personalized financial plans specifically tailored to what’s important to you and your family. Give us a call or send us an email, and we’d be happy to sit down with you to identify what your financial dreams and desires are, and elaborate on what we can do to help you achieve them. Please read through our brochure below to learn more about the team. http://www.cibc.com/pwm-socialmediadisclaimer Cibc Wood Gundy -
Chris James Cpa currently works in the
Cibc Wood Gundy -
Chris James Cpa specializes in
I am an Wealth Advisor with The James Financial Advisory Group at CIBC Wood Gundy. The James Financial Advisory Group (formerly The Hicks James Advisory Group) was founded by Tim Hicks, an Investment Advisor at CIBC Wood Gundy since 1996, Tim retired in October 2021. Our team’s dedicated Financial Associate, Lindsey Haines, began her career at CIBC Wood Gundy in 2006; her primary focus is to provide an exceptional client experience to everyone of our valued clients. Lindsay Herron joined our team in Fall 2019 as an Client Associate. Our team’s purpose is to help clients manage, enhance and protect their wealth. With the complimentary skill-sets assembled in our group, we are exceptionally well positioned to assist clients with their unique financial needs, including - Investment Management - Income Planning (Pre & Post Retirement) - Investment Related Tax Planning - Insurance, Pension and Estate Planning We build relationships for the long-term that cross over to the next generation. We create personalized financial plans specifically tailored to what’s important to you and your family. Give us a call or send us an email, and we’d be happy to sit down with you to identify what your financial dreams and desires are, and elaborate on what we can do to help you achieve them. Please read through our brochure below to learn more about the team. http://www.cibc.com/pwm-socialmediadisclaimer -
Chris James Cpa speaks the following languages:
No languages available. -
Chris James Cpa has prior experience in the following industries:
Opportunities New Brunswick , Shannon And Buffett , Office Of The Auditor General Of Nb , Kpmg -
Chris James Cpa has the following professional experience:
Cibc Wood Gundy , Opportunities New Brunswick , Shannon And Buffett , Office Of The Auditor General Of Nb , Kpmg . -
You can view Chris James Cpa’s
LinkedIn profile at LinkedIn URL. -
Chris James Cpa’s work email addresses are
[email protected] . -
Chris James Cpa works at
Cibc Wood Gundy
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