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James Keene, CFP

James Keene, CFP

Investment Representative

Followers of James Keene, CFP736 followers
location of James Keene, CFPOakville, Ontario, Canada

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  • Timeline

  • 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