James Kehler, Ris Email & Phone Number
Who is James Kehler, Ris? Overview
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James Kehler, Ris is listed as Founder at Kehler Capital, a company with 1 employees, based in Abbotsford, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for James Kehler, Ris.
James Kehler, Ris previously worked as Investment & Insurance Advisor at Portfolio Planning Inc and Office runner at Sidhu & Associates.
Email format at Kehler Capital
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About James Kehler, Ris
I am an experienced Financial Advisor working alongside the team at Portfolio Planning INC through my own practice, Kehler Capital. I pride myself on delivering white-glove service to my clientele while providing the highest quality advice and solutions to those that work with myself and my team.After working a few years in the banking system as a financial advisor, I made the deliberate choice to transition my career towards independent financial advising. This shift allows me to provide a more personalized and client-centric approach, free from the constraints often associated with traditional banking services, ultimately enabling me to better serve my clients by offering tailored financial solutions that align perfectly with their unique goals and needs.Please feel free to reach out to me, whether you'd like to network or have a discussion about improving your financial health—myself and my team are here to assist you.
James Kehler, Ris's current company
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James Kehler, Ris work experience
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Investment & Insurance Advisor
CurrentWorking with the Portfolio Planning team via subcontract agreement through Kehler Capital. My role entails financial advising and planning, offering insurance solutions, investment solutions, as well as group benefit offerings for small businesses.At Portfolio Planning, we strive to provide the best quality advice and services to our clientele, both.
Office Runner
CurrentAssisting the lawyers and notaries at Sidhu & Associates with their deposit needs for real estate transactions while still building my business.
Founding Partner
CurrentFounding partner of Kehler Capital, a company designed to collaborate with professionals and to provide needed solutions and financial advice in the client’s best interest.
Community Manager
Assisting the Abbotsford Chamber of Commerce part-time in growing the Company of Young Professionals and Entrepreneurs (CYPE) program in a subcontract agreement in addition to already sitting on leadership council for CYPE.
Financial Advisor
As a (licensed) Financial Advisor, I work with various investments, lending products, as well as day-to-day operations such as opening bank accounts for new and existing members. I often help educate younger members with how to set themselves up for financial success through investing at an early age, start building credit through using a credit card.
Member Advisor
Mutual Funds Representative
Dually employed as a Mutual Funds Representative to give advice and offer investments through Qtrade Asset Management (Trade name of Credential Asset Management).
Owner
Processing Centre Administrator
Frequently asked questions about James Kehler, Ris
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What company does James Kehler, Ris work for?
James Kehler, Ris works for Kehler Capital.
What is James Kehler, Ris's role at Kehler Capital?
James Kehler, Ris is listed as Founder at Kehler Capital.
Where is James Kehler, Ris based?
James Kehler, Ris is based in Abbotsford, British Columbia, Canada while working with Kehler Capital.
What companies has James Kehler, Ris worked for?
James Kehler, Ris has worked for Kehler Capital, Portfolio Planning Inc, Sidhu & Associates, Abbotsford Chamber Of Commerce, and Envision Financial, A Division Of First West Credit Union.
How can I contact James Kehler, Ris?
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