James O’Connell has been in the financial industry since 2009. During that time he has been a broker, worked for a chartered bank as well as a top tier insurance company and an MGA before starting with Humania. He has experience building financial plans, consulting on group benefits, issuing debt products, and building pension portfolios.
He has a Bachelor of Commerce from McMaster University and post-graduate certificate in negotiation and alternative dispute resolution from York University. He also has his Chartered Investment Manager (CIM) designation and is working towards his CFP. He is passionate about providing quality advice and solutions to all Canadians in order to preserve quality of life no matter the circumstance.
Fun facts about James are that he is an avid baseball player, golfer, curler, and enjoys the odd game of poker.