WELCOME!

Here you will find all sorts of information about my work as an Insurance and Financial Advisor. I provide all the tools, guidance, and support my clients need in order to succeed in the competitive marketplace. Take a look around and explore the various services I offer, some of the clients that I’ve partnered with, and some examples of the kind of work I do.

Top 5 Life Insurance Questions I can help you answer:
1. How much do I need?
2. What type of insurance should I get?
3. How do the policies work?
4. What company should I purchase from?
5. How do I find an advisor I can trust? :) You just did!

Investment Choices

Investment Choices

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WHAT I OFFER

LIFE INSURANCE PROTECTION

The Path to Success

RETIREMENT PLANNING

A Comprehensive Approach

INVESTMENT MANAGEMENT

Expert Guidance

Modern Office

WHO IS THIS FOR?

Professionals

Whether you're just getting started or getting ready for retirement we've got something for you. From tackling personal decisions to reaching important milestones, my job is to guide you on the path of success. As an Insurance and Financial Advisor, I guarantee great results. I’m fueled by my commitment to excellence and go the extra mile to make sure clients are fully satisfied with my work. Get in touch with me today for a free consultation.

WHY?

PROTECT THE ONES YOU LOVE

Insurance comes in many forms. Life, disablilty, critical illness. Everyone needs something to protect both themselves, their business and those most important to them.

RETIREMENT PLANNING

A good retirement requires a good plan and a good guide. Make sure your plan is on track.

INVESTMENT MANAGEMENT

What value is there in saving if you don't manage the investments right? Proven investment management can help you achieve your goals on time or even early!

TESTIMONIALS

As an Insurance and  Financial Advisor, I know what it means to provide exceptional service and deliver outstanding results. I enjoy helping my clients achieve the goals they seek to see through. See what my satisfied clients have to say about the work I’ve done, and contact me today to see what I can do for you.

James is truly an independent advisor. He has no affiliation with any insurance or financial companies so his only bias is his experience.  If you are in need of insurance or financial advice, and want someone who is knowledgeable, patient, not at all pushy, but above all trustworthy, I suggest you give James a call."

Enzo Sallese, M.A., LL.B.