James J. Choi, Cim®, Cfp®
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James J. Choi, Cim®, Cfp® Email & Phone Number

Senior Advisor - Associate Portfolio Manager at Wealthsimple Inc. at Wealthsimple
Location: Toronto, Ontario, Canada 4 work roles 3 schools
1 work email found @wealthsimple.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@wealthsimple.com
LinkedIn Profile matched
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Current company
Wealthsimple
Role
Senior Advisor - Associate Portfolio Manager at Wealthsimple Inc.
Location
Toronto, Ontario, Canada
Company size
392 employees

Who is James J. Choi, Cim®, Cfp®? Overview

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Quick answer

James J. Choi, Cim®, Cfp® is listed as Senior Advisor - Associate Portfolio Manager at Wealthsimple Inc. at Wealthsimple, a company 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 Advisor - Associate Portfolio Manager at Wealthsimple and Senior Financial Advisor, CIBC Imperial Service 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
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AeroLeads found 1 current-domain work email signal for James J. Choi, Cim®, Cfp®. Compare company email patterns before reaching out.

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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
Wealthsimple
Senior Advisor - Associate Portfolio Manager at Wealthsimple Inc.
toronto, ontario, canada
Website
wealthsimple.com
Employees
392
AeroLeads page
Company profile
View company profile Email format
4 roles

James J. Choi, Cim®, Cfp® work experience

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

Senior Advisor - Associate Portfolio Manager

Current
Wealthsimple

Toronto, Ontario, Canada

Jan 2021 - Present

Senior Financial Advisor, Cibc Imperial Service

Cibc

Toronto, Ontario (Front And Parliament)

-2020 Imperial Club recipient (ranked as top 10% of advisors nationally for F’20)

Nov 2015 - Dec 2020

Senior Financial Services Representative

Cibc

Toronto, Ontario (Commerce Court)

Nov 2014 - Oct 2015

Financial Services Representative

Cibc

St. Catharines, Ontario (Pen Centre)

Oct 2012 - Nov 2014
Team & coworkers

Colleagues at Wealthsimple

Other employees you can reach at wealthsimple.com. View company contacts for 392 employees →

TL Thorn Leung Thorn Leung Colleague at Wealthsimple Greater Toronto Area, Canada, Canada View → SW Stephanie Wint Stephanie Wint Colleague at Wealthsimple Greater Toronto Area, Canada, Canada View → KH Kevin Hanchuk Kevin Hanchuk Colleague at Wealthsimple Saskatoon, Saskatchewan, Canada, Canada View → CB Colin Bowness Colin Bowness Colleague at Wealthsimple Canada, Canada View → NN Naomi Nachmani Naomi Nachmani Colleague at Wealthsimple Greater Toronto Area, Canada, Canada View → ZA Zeeshan Ahmed Zeeshan Ahmed Colleague at Wealthsimple Canada, Canada View → CS Cristina Sabo Cristina Sabo Colleague at Wealthsimple Canada, Canada View → KB Kriti Bhaya Kriti Bhaya Colleague at Wealthsimple Toronto, Ontario, Canada, Canada View → DR Dominic Rogala Dominic Rogala Colleague at Wealthsimple Toronto, Ontario, Canada, Canada View → JS Juliana Stavita Juliana Stavita Colleague at Wealthsimple Toronto, Ontario, Canada, Canada View →
3 education records

James J. Choi, Cim®, Cfp® education

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 Inc. 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 Thorn Leung, Stephanie Wint, Kevin Hanchuk, Colin Bowness, and Naomi Nachmani.

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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