James Loo, Cfp
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James Loo, Cfp Email & Phone Number

Financial Planner at Torce Financial Group Inc at Keybase Financial Group
Location: Markham, Ontario, Canada 8 work roles 1 school
1 work email found @keybase.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@keybase.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Planner at Torce Financial Group Inc
Location
Markham, Ontario, Canada
Company size

Who is James Loo, Cfp? Overview

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Quick answer

James Loo, Cfp is listed as Financial Planner at Torce Financial Group Inc at Keybase Financial Group, a with 145 employees, based in Markham, Ontario, Canada. AeroLeads shows a work email signal at keybase.com and a matched LinkedIn profile for James Loo, Cfp.

James Loo, Cfp previously worked as Financial Planner at Torce Financial Group Inc and Financial Advisor at Keybase Financial Group. James Loo, Cfp holds B.Comm, Business/Commerce from Ryerson University.

Company email context

Email format at Keybase Financial Group

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*@keybase.com
71% confidence

AeroLeads found 1 current-domain work email signal for James Loo, Cfp. Compare company email patterns before reaching out.

Profile bio

About James Loo, Cfp

As a certified financial planner with over 20 years of industry experience, I look forward to the opportunity of creating a wealth strategy that works for you.Mutual Funds, Segregated Funds, GICs, Limited Partnerships, RESP's, RRSP'sCompany Group RRSP's, Company Group Insurance, Critical Insurance, Life Insurance,

Listed skills include Retirement Planning, Finance, Wealth Management, Investments, and 8 others.

Current workplace

James Loo, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

Keybase Financial Group
Keybase Financial Group
Financial Planner at Torce Financial Group Inc
richmond hill, ontario, canada
Website
Employees
145
AeroLeads page
8 roles

James Loo, Cfp work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Torce Financial Group Inc

625 Cochrane Drive, Suite 600. Markham, On L3R 9R9

Life insuranceDisability insuranceCritical Illness insuranceLong term care insurancesegregated funds

Oct 2016 - Present

Financial Advisor

Current

2040 Lawrence Ave East, Toronto, On M1R 2Z3

Building Personal Wealth for over 20 years

Dec 2003 - Present

Insurance Agent

Current
Ppi Solutions Inc.

Toronto, Canada Area

Providing access to a full range of products (life, disability, critical illness, long term care and annuities) to meet client needs.

May 2011 - Present

Insurance Agent

Current
Associum

Providing Group Plan coverage for all your employees (Health/Dental)

Jan 2013 - Present

Mortgage Agent

Current

Finding you the best mortgage terms, rates, and unbiased advice. Working with over 230 banks, credit unions and trust companies.

Jan 2011 - Present

Insurance Advisor

The Mutual Group

North York

Jan 1995 - Dec 1995
Team & coworkers

Colleagues at Keybase Financial Group

Other employees you can reach at keybase.com. View company contacts for 145 employees →

1 education record

James Loo, Cfp education

FAQ

Frequently asked questions about James Loo, Cfp

Quick answers generated from the profile data available on this page.

What company does James Loo, Cfp work for?

James Loo, Cfp works for Keybase Financial Group.

What is James Loo, Cfp's role at Keybase Financial Group?

James Loo, Cfp is listed as Financial Planner at Torce Financial Group Inc at Keybase Financial Group.

What is James Loo, Cfp's email address?

AeroLeads has found 1 work email signal at @keybase.com for James Loo, Cfp at Keybase Financial Group.

Where is James Loo, Cfp based?

James Loo, Cfp is based in Markham, Ontario, Canada while working with Keybase Financial Group.

What companies has James Loo, Cfp worked for?

James Loo, Cfp has worked for Torce Financial Group Inc, Keybase Financial Group, Ppi Solutions Inc., Associum, and Dominion Lending Centres Inc.

Who are James Loo, Cfp's colleagues at Keybase Financial Group?

James Loo, Cfp's colleagues at Keybase Financial Group include Jega Shanmuganathan, Karen Dove, Jennifer Melanson, Donnovan Depass, and Christine Chieu.

How can I contact James Loo, Cfp?

You can use AeroLeads to view verified contact signals for James Loo, Cfp at Keybase Financial Group, including work email, phone, and LinkedIn data when available.

What schools did James Loo, Cfp attend?

James Loo, Cfp holds B.Comm, Business/Commerce from Ryerson University.

What skills is James Loo, Cfp known for?

James Loo, Cfp is listed with skills including Retirement Planning, Finance, Wealth Management, Investments, Financial Planning, Strategic Financial Planning, Retirement, and Mutual Funds.

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