James Andrews

James Andrews

President at CWB Wealth Management
Burlington, Ontario, Canada

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Work Experience

CWB Wealth

President

2024-01-01 - Present

iA Private Wealth Management

Executive Vice President, Client Experience and Business Development

2019-01-01 - 2020-01-01

iA Securities

Executive Vice President

2014-01-01 - 2019-01-01

MGI Securities

Vice President and Chief Financial Officer

2006-01-01 - 2014-01-01

Jovian Capital Corp.

Group Financial Controller

2004-01-01 - 2006-01-01

Skills

wealth management investment & portfolio management financial planning business succession planning estate planning retirement planning tax planning mutual funds risk management insurance

Languages

No Languages Available