James Allen, Cfp, Tep, Cpca, Rrc
About James Allen, Cfp, Tep, Cpca, Rrc
James Allen is an Associate Consultant at Spence & Associates, specializing in financial planning for high net-worth individuals and families. He focuses on taxation, retirement, estate planning, and inter-generational wealth transfer, emphasizing an ethical approach to wealth management.
Work at IG Wealth Management
James Allen has served as an Associate Consultant at Spence & Associates within the Private Wealth Management division of IG Wealth Management since 1994. With 30 years of experience in Investors Group Financial Services Inc., he focuses on delivering tailored financial solutions to high net-worth individuals and families. His role involves collaborating with an elite, multi-generational team dedicated to providing superior wealth management services.
Education and Expertise
James Allen studied at Canadian Securities from 1990 to 1994, completing a four-year program. His educational background supports his expertise in financial planning, particularly in taxation, retirement and estate planning, and inter-generational wealth transfer. He holds several professional designations, including CFP, TEP, CPCA, and RRC, which enhance his qualifications in the financial services industry.
Background
James Allen emphasizes an ethical and caring approach to financial planning and management. His commitment to these principles guides his interactions with clients, ensuring that their financial needs are met with integrity and professionalism. He specializes in working with high net-worth individuals and families, focusing on building and protecting their wealth through comprehensive financial strategies.
Achievements
Throughout his career, James Allen has developed a reputation for utilizing a tailor-made strategy approach in financial planning. This method allows him to align clients' short and long-term financial goals effectively. His dedication to providing personalized service has contributed to his success in the wealth management sector.