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James Keene, CFP

James keene, cfp

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location of James Keene, CFPOakville, Ontario, Canada
Phone number of James Keene, CFP+91 xxxx xxxxx
Followers of James Keene, CFP682 followers

  • Timeline

    Oct 2007 - Apr 2011

    Investment Representative

    BMO Nesbitt Burns
    Oct 2011 - Apr 2014

    Financial Planner

    BMO Investments Inc.
    Current Company
    Apr 2014 - now

    Director, Wealth Planning

    BMO Private Banking

  • About me

    Director, Wealth Planning

  • Education

    • George brown college

      2005 - 2006
      Financial planning certificate finance

    • Wilfrid laurier university

      2002 - 2005
      Ba economics

      Activities and Societies: The Laurier Economics Club (LEC), Laurier Student Investment Club.

  • Experience

    • Bmo nesbitt burns

      Oct 2007 - Apr 2011
      Investment representative

    • Bmo investments inc.

      Oct 2011 - Apr 2014
      Financial planner

      My role as a Financial Planner-Investment & Retirement Planning/Investment Funds Specialist (FP/IFS) involves detailed profiling of clients’ wealth management needs, including custom investment and retirement plans.

    • Bmo private banking

      Apr 2014 - now
      Director, wealth planning

      Wealth Planning Consultant

  • Licenses & Certifications

    • Certified financial planner

      Financial planning standards council