Senior Advisor - Associate Portfolio Manager
Current
Jan 2021 - Present
AeroLeads people directory · profile
James J. Choi, Cim®, Cfp® Email & Phone Number
Senior Advisor - Associate Portfolio Manager
at
Wealthsimple
1 work email found
@wealthsimple.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Advisor - Associate Portfolio Manager
Location
Toronto, Ontario, Canada
Company size
Who is James J. Choi, Cim®, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James J. Choi, Cim®, Cfp® is listed as Senior Advisor - Associate Portfolio Manager at Wealthsimple, a with 392 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at wealthsimple.com and a matched LinkedIn profile for James J. Choi, Cim®, Cfp®.
James J. Choi, Cim®, Cfp® previously worked as Senior Financial Advisor, CIBC Imperial Service at Cibc and Senior Financial Services Representative at Cibc. James J. Choi, Cim®, Cfp® holds Bachelor Of Commerce (B.Comm), Commerce And Finance Specialist from University Of Toronto.
Company email context
Email format at Wealthsimple
This section adds company-level context without repeating James J. Choi, Cim®, Cfp®'s masked contact details.
*@wealthsimple.com
71% confidence
AeroLeads found 1 current-domain work email signal for James J. Choi, Cim®, Cfp®. Compare company email patterns before reaching out.
Profile bio
About James J. Choi, Cim®, Cfp®
Proving each and every day that looking after clients’ best interests is what matters most!Highly motivated and dedicated finance professional with 10+ years of experience in the financial services industry.
Listed skills include Financial Modeling, Cash Management, Banking, Risk Management, and 8 others.
Current workplace
James J. Choi, Cim®, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wealthsimple
4 roles
James J. Choi, Cim®, Cfp® work experience
A career timeline built from the work history available for this profile.
Team & coworkers
Colleagues at Wealthsimple
Other employees you can reach at wealthsimple.com. View company contacts for 392 employees →
BY
Bhargav Y
Colleague at WealthsimpleToronto, Ontario, Canada
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MF
Madi Fuller
Colleague at WealthsimpleHamilton, Ontario, Canada
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KT
Kesune Thompson
Colleague at WealthsimpleGreater Toronto Area, Canada
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AB
Alex Braginetz
Colleague at WealthsimpleBurlington, Ontario, Canada
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KS
Kritik Singla
Colleague at WealthsimpleToronto, Ontario, Canada
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AP
Ali Perdue
Colleague at WealthsimpleCalgary, Alberta, Canada
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MR
Minhazur Rahman
Colleague at WealthsimpleToronto, Ontario, Canada
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NM
Nayalash M.
Colleague at WealthsimpleGreater Toronto Area, Canada
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HG
Harrison Gray
Colleague at WealthsimpleToronto, Ontario, Canada
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MT
Melissa Tran, Cpa
Colleague at WealthsimpleGreater Ottawa Metropolitan Area, Canada
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Bhargav Y
Colleague at WealthsimpleToronto, Ontario, Canada
View →
MF
Madi Fuller
Colleague at WealthsimpleHamilton, Ontario, Canada
View →
KT
Kesune Thompson
Colleague at WealthsimpleGreater Toronto Area, Canada
View →
AB
Alex Braginetz
Colleague at WealthsimpleBurlington, Ontario, Canada
View →
KS
Kritik Singla
Colleague at WealthsimpleToronto, Ontario, Canada
View →
AP
Ali Perdue
Colleague at WealthsimpleCalgary, Alberta, Canada
View →
MR
Minhazur Rahman
Colleague at WealthsimpleToronto, Ontario, Canada
View →
NM
Nayalash M.
Colleague at WealthsimpleGreater Toronto Area, Canada
View →
HG
Harrison Gray
Colleague at WealthsimpleToronto, Ontario, Canada
View →
MT
Melissa Tran, Cpa
Colleague at WealthsimpleGreater Ottawa Metropolitan Area, Canada
View →
3 education records
James J. Choi, Cim®, Cfp® education
Bachelor Of Commerce (B.Comm), Commerce And Finance Specialist
Certified Financial Planner (Cfp®) (Since August 2019)
Fp Canada
Personal Financial Planner (Pfp®) (Since October 2018), Chartered Investment Manager (Cim®) (Since August 2015)
Canadian Securities Institute
FAQ
Frequently asked questions about James J. Choi, Cim®, Cfp®
Quick answers generated from the profile data available on this page.
What company does James J. Choi, Cim®, Cfp® work for?
James J. Choi, Cim®, Cfp® works for Wealthsimple.
What is James J. Choi, Cim®, Cfp®'s role at Wealthsimple?
James J. Choi, Cim®, Cfp® is listed as Senior Advisor - Associate Portfolio Manager at Wealthsimple.
What is James J. Choi, Cim®, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wealthsimple.com for James J. Choi, Cim®, Cfp® at Wealthsimple.
Where is James J. Choi, Cim®, Cfp® based?
James J. Choi, Cim®, Cfp® is based in Toronto, Ontario, Canada while working with Wealthsimple.
What companies has James J. Choi, Cim®, Cfp® worked for?
James J. Choi, Cim®, Cfp® has worked for Wealthsimple and Cibc.
Who are James J. Choi, Cim®, Cfp®'s colleagues at Wealthsimple?
James J. Choi, Cim®, Cfp®'s colleagues at Wealthsimple include Bhargav Y, Madi Fuller, Kesune Thompson, Alex Braginetz, and Kritik Singla.
How can I contact James J. Choi, Cim®, Cfp®?
You can use AeroLeads to view verified contact signals for James J. Choi, Cim®, Cfp® at Wealthsimple, including work email, phone, and LinkedIn data when available.
What schools did James J. Choi, Cim®, Cfp® attend?
James J. Choi, Cim®, Cfp® holds Bachelor Of Commerce (B.Comm), Commerce And Finance Specialist from University Of Toronto.
What skills is James J. Choi, Cim®, Cfp® known for?
James J. Choi, Cim®, Cfp® is listed with skills including Financial Modeling, Cash Management, Banking, Risk Management, Financial Risk, Mortgage Lending, Relationship Management, and Credit.
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