James Atherton Bba, Cfp, Chs
About James Atherton Bba, Cfp, Chs
James Atherton is a Regional Manager at MD Financial Management in Vancouver, British Columbia, with a Bachelor of Business Administration from Capilano College. He has extensive experience in the financial services industry, having held various roles at Great-West Life and London Life over a career spanning more than a decade.
Work at MD Financial Management
James Atherton has been serving as a Regional Manager at MD Financial Management since 2018. In this role, he is responsible for overseeing operations and managing client relationships within the Vancouver region. His extensive experience in financial services contributes to the strategic direction and growth of the organization.
Education and Expertise
James Atherton studied at Capilano College, where he earned a Bachelor of Business Administration between 2001 and 2005. His educational background provides a solid foundation for his career in financial services, equipping him with essential skills in business management and financial planning.
Background
James Atherton has a diverse background in the financial services industry, with over a decade of experience. He began his career as a Financial Security Advisor at London Life, where he worked from 2006 to 2017. He also held various positions at Great-West Life, including Regional Sales Manager and Advanced Sales Consultant.
Previous Positions at Great-West Life
At Great-West Life, James Atherton held multiple roles, including Regional Sales Manager - Insurance from 2016 to 2017 and Advanced Sales Consultant - Living Benefits from 2014 to 2015. He also served as an Insurance Specialist from 2011 to 2014. These roles allowed him to develop expertise in insurance products and sales strategies.