James Nelson Cfp, Rrc
About James Nelson Cfp, Rrc
James Nelson is an Associate Consultant at IG Wealth Management, specializing in personalized financial solutions and tax and retirement strategies for families and business owners. He has over a decade of experience in the financial services industry and holds degrees in Business Sales and Marketing, as well as Financial Planning and Services.
Work at IG Wealth Management
James Nelson has been an Associate Consultant at IG Wealth Management since 2011. In this role, he provides in-depth analysis and personalized solutions to clients, focusing on families and business owners. He specializes in customizing tax and retirement options, leveraging his access to a network of qualified financial experts in investment, tax, and retirement fields. His experience at IG Wealth Management includes a previous position as a Consultant from 2011 to 2016, where he served clients across Burlington, Hamilton, Toronto, and Niagara.
Education and Expertise
James Nelson holds an Associate's degree in Business Sales and Marketing from Niagara College, which he completed from 2009 to 2011. He also earned an Associate's degree in Financial Planning and Services from Fanshawe College, studying from 2007 to 2009. His educational background equips him with the necessary skills to offer tailored financial solutions, particularly in tax and retirement planning. Additionally, he attended Aldershot School from 2003 to 2007.
Background
Prior to his current role at IG Wealth Management, James Nelson worked as a Driver at Hamilton Building Supply from 2008 to 2011. This experience contributed to his understanding of client service and operational logistics. His career trajectory reflects a commitment to the financial services industry, focusing on providing inventive strategies for clients to convert business income into retirement income.
Client Services and Industry Knowledge
James Nelson emphasizes the importance of keeping clients informed about changes in the financial services industry. His approach involves providing personalized strategies that cater to the unique needs of families and business owners. By staying updated on industry trends, he ensures that his clients receive relevant and effective financial advice.