James Bisson, CFP®, CIM®, EPC
James has been in financial services since 1995 and has worked in various roles for some of the largest financial institutions in Canada. Born and raised in Quebec, James is fully bilingual and has assisted thousands of Canadians in the areas of investments, business, pensions, insurance, estates, tax, and financial planning strategies. James specializes in making complex and technical issues easy for anyone to understand. James has been servicing clients throughout his career and has won several awards for his dedication to client servicing.
Designations
- Certified Financial Planner (CFP®)
- Chartered Investment Manager (CIM®)
- Elder Planner Counsellor (EPC)
Professional Experience
- Financial Advisor – Harbour Legacy
- Senior Financial Planner for Family Wealth Office
- Regional Director of Estate and Financial Planning for a major insurer
- Director for Financial Planning for Business Owners and Professionals
- Specialist in Investments, Retirement, and Estates for a major banks
- Civilian fee for service planner for the military
- Pension and group savings specialist
- Trader for medical doctors
- Consultant for group benefits
Specialization
- Retirement and Succession Planning for individuals and business owners
- Pension plan options and calculations
- Income Tax issues for high income individuals and business owners
- Corporate structures, trusts, agreements, and business succession
- Personal and corporately owned insurance concepts and strategies
- Investment strategies and passive income generation
- Income planning, credit strategies, and leveraging