James Capling

Wealth Advisor,
Associate Advising Representative
Toronto, Ontario

James has over 20 years of financial services experience. His market knowledge, education and advisor-partner background were developed in roles at the industry-leading firms of Fidelity Investments, Manulife Financial and Invesco Trimark.

James holds a B.A. from the University of Western Ontario and the Chartered Investment Manager (CIM) designation. He is also a Fellow of the Canadian Securities Institute (FCSI).

Your Details

Get in touch

For security purposes, do not include any personal information such as account numbers, addresses, or social insurance numbers in your message.

First name

Last name

Email address

Phone number

Province

How did you hear about us?

Select a choice

First Choice

Second Choice

Third Choice

Highest financial education achieved

CIM

CFA level

CFA charterholder

Your message

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.