James Lipsett Email & Phone Number

Jim has over 30 years of wealth management and investment-related experience. Being a Financial Planner, as well as an Equity and Options Trader, Jim is able to build you a customized plan, and then execute and manage that plan. Additionally, Jim is able to offer his clients access to a wide variety of insurance solutions by working closely with our Estate and Insurance Advisors.Debt management and cash flow management are also important components of a well-rounded financial plan. Through Jim’s many years of experience as a Wealth Advisor, he has observed that people often have different components of their financial plan spread out amongst different organizations. This can often cause inefficiencies between all the aspects of a family’s total wealth, which is why Jim has strived over the years to create a team that offers its clients the opportunity to keep everything that matters to them financially under one umbrella.The Lipsett-Landry Group provides an extensive list of wealth management services, with strategic solutions for both business and personal finance through Scotia, one of North America's premier financial institutions and Canada's most international bank.

Listed skills include Equities, Financial Planning, Wealth Management Services, Options, and 16 others.