James Weir, Mba, Fma Email & Phone Number

Halifax, NS, CA

Halifax, Nova Scotia, Canada

As the Senior Business Consultant on the Sylvain Morin & Associates at IG Private Wealth Management, I work solely with Sylvain and team to provide for and expand our exclusive clientele, with a dedication to exceptional client experience and innovative wealth strategies.As a team, we collaborate with a select clientele to offer the best possible financial.

Atlantic Canada

A highly regarded financial services sales specialist with an entrepreneurial mind-set focused on partnering with the top IIROC and MFDA advisors throughout Atlantic Canada. Best recognized for the ability to consistently provide impactful value to the sales process by refining sales practices and tools, developing client relationships that result in new.

Tantallon, Nova Scotia, Canada

As a Scotiabank Investment Specialist, I am committed to helping my clients realize, prioritize, and achieve their vision of financial success. I build long-term partnerships with my clients through a disciplined and personalized approach, with an emphasis on financial purpose and clarity. To best serve my clients, I take the time necessary to listen and.

Halifax, Nova Soctia

As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that.

Nova Scotia, Canada

I lead a team of 15 professional Financial Planners through goal setting, managing strategic activities and providing differentiated coaching within the Nova Scotia marketplace. Through effective training, coaching, and mentoring of my Financial Planner team we continue to excel in both the financial growth of our business and in providing exceptional.

Atlantic Provinces

• Promote, position and increase the market share of BMO Global Asset Management and BMO Capital Markets
• Participate in the acquisition of new BMO customers
• Co-ordinate sales activities to support local planning efforts and long-term sales
• Co-ordinate the implementation of the national BMO sales plan
• Co-ordinate sales activities with BMO PCG partners
• Solicit local feedback from clients and sales staff for continuous improvement of existing products, services, processes and the development of new solutions

Halifax, Canada Area

• Provided full service investment advice to and was the primary service contact for an investment book of over three hundred client families with collective assets of over $150 million
• Provided investment counsel and retirement forecasting
• Arranged, prepared, and led sales meetings with both current and prospective clients
• Created and presented detailed investment reports for client portfolios
• Continually participated in industry educational training and developed and provided training for many entry-level employees

Master Of Business Administration (Mba), Marketing

Education record

Bachelor Of Commerce - Bcom, Marketing / Organizational Behavior

Bachelor Of Commerce - Bcom, Marketing/Marketing Management, General

Bachelor Of Commerce (B.Com.), Marketing