James Spencer

James Spencer Email and Phone Number

Associate Investment Advisor @ Richardson Wealth
ontario, canada
James Spencer's Location
Victoria, British Columbia, Canada, Canada
James Spencer's Contact Details

James Spencer work email

James Spencer personal email

About James Spencer

James Spencer is a Associate Investment Advisor at Richardson Wealth.

James Spencer's Current Company Details
Richardson Wealth

Richardson Wealth

View
Associate Investment Advisor
ontario, canada
Employees:
758
James Spencer Work Experience Details
  • Richardson Wealth
    Associate Investment Advisor
    Richardson Wealth Nov 2023 - Present
    Victoria, British Columbia, Canada
  • Blue Heron Advisory Group At Cibc Wood Gundy
    Financial Associate
    Blue Heron Advisory Group At Cibc Wood Gundy Mar 2014 - Nov 2023
    Victoria Bc
    The Blue Heron Advisory Group's aim is to provide clients with a meaning financial plan that all starts with what is important to the client. Wealth management solutions include managed portfolios, financial planning and insurance solutions.Part of the group's offering is the Blue Heron managed portfolios. These fossil free portfolios are distinct from more traditional Socially Responsible Investment options in that they are positively screened for companies that invest in the wellbeing of their employees or protect biodiversity. This approach allows clients to invest in companies that share their values, such as social justice and the environment – without sacrificing portfolio diversification or long-term performance.
  • Cibc Wood Gundy
    Estate Planning Assistant
    Cibc Wood Gundy Aug 2013 - Feb 2014
    Victoria, Bc
    Whilst working in the Estate Planning department of CIBC Wood Gundy I was responsible for the administration and upkeep of life insurance policies and annuities. I was the go-to contact for clients and insurance companies and ensured clients received excellent customer service and a product selection that met their estate planning needs. I played an important role in the prospecting stage of the business, presenting the benefits of various estate planning strategies in a concise and succinct manner
  • Out There
    Volunteer
    Out There Apr 2013 - Jul 2013
    Egmont Bc
    Out There is for independent, tread-lightly travellers looking for alternative, off grid accommodation on a private island in the heart of the Sunshine Coast. Whilst volunteering at Out There I picked up lots of new skills including wood framing, deck building and furniture making. What I will take away from this experience is the value and importance of living and building in a sustainable way
  • Big White Ski Resort Ltd
    Drive Operator
    Big White Ski Resort Ltd Dec 2012 - Apr 2013
    Kelowna, Bc
    In my role as a Drive Operator I was responsible for completing safety checks on a chair lift, opening the chair lift to the public and engaging with guests. I was also responsible for the organization of a small team. I was awarded the 'Platinum Toque' (employee of the season award) for my efforts throughout the winter.
  • Loughborough University
    Graduate Intern
    Loughborough University Jul 2012 - Aug 2012
    Loughborough, Uk
    I worked in the Department of Mathematics for a 6-week internship following the completion of my degree. In the role, I worked in a small team of graduates and lecturers to help develop the resources for an undergraduate module.
  • Loughborough University
    Student
    Loughborough University 2008 - Jul 2012
  • Harlow District Council
    Research Officer
    Harlow District Council Jun 2010 - Sep 2011
    I worked in the Regeneration Team at Harlow Council during the Industrial Placement year of my degree course. The team are responsible for the economic regeneration of Harlow and my duties reflected the wide-ranging nature of this objective. My tasks whilst in this position included:• Economic research including: o Multi-variate regression o Cost-Benefit analyses, o Labour Market and SocioDemographics • Lead research projects from the inception phase to data analysis and report writing: o Survey design o Data collection o Statistical Analysis o Reporting results and making recommendations• Performance monitoring.

James Spencer Education Details

Frequently Asked Questions about James Spencer

What company does James Spencer work for?

James Spencer works for Richardson Wealth

What is James Spencer's role at the current company?

James Spencer's current role is Associate Investment Advisor.

What is James Spencer's email address?

James Spencer's email address is jb****@****ail.com

What schools did James Spencer attend?

James Spencer attended Loughborough University, The Leventhorpe School Sixth Form, The Leventhorpe School.

Not the James Spencer you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.