James O’Connell
The financial industry for over 10 years
James O’Connell
The financial industry for over 10 years
James has been in the financial industry for over 10 years. During that time, he has been a broker and has worked for a chartered bank as well as a top-tier insurance company and an MGA before starting with Humania. He has experience building financial plans, consulting on group benefits, issuing debt products, and building pension portfolios. He has a Bachelor of Commerce from McMaster University and a post-graduate certificate in negotiation and alternative dispute resolution from York University. He also has his Chartered Investment Manager (CIM) designation and is working towards his CFP. He is passionate about providing quality advice and solutions to all Canadians in order to preserve the quality of life no matter their circumstance.
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