JAMES SAMUELS

James Samuels is a Canadian Investment Manager, CIM with Investia Financial Services and Customplan Financial Advisors having over 15 years of financial experience. 

Focusing on wealth management and portfolio preservation James develops and implements financial strategies for both individuals and corporations.  Whether short-term or long-term goals, strategies are always needed for portfolio preservation.

Having aligned himself with one of Canada’s largest independent dealers, James assists clients in unbiased implementation of their portfolios.

The designation of CIM is one of Canada’s highest achievements in the area of wealth management and combining over 15 years of financial experience with an accounting background this helps James and his clients achieve their financial goals.

James Samuels

604-839-7773.

604-687-7773. Ext 290.

jamess@customplanfinancial.com