James Schofield, CFP, CIM
With a career that spans 40 years and a practice that encompasses all areas of the wealth management process, James Schofield is a Senior Financial Advisor at Assante Capital Management Ltd.; one of Canada's leading providers of integrated wealth management solutions, designed to meet the needs and goals of individuals families and businesses.
James has been helping individuals and owners of incorporations achieve their financial and lifestyle goals. He works closely with a network of highly skilled professionals, dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.
James employs a team approach that focuses on executing a rigorous process in consultation with his clients. This method produces a detailed and solid financial structure that explores and intergrates all areas of tax and estate planning, risk management, insurance and investment planning.
Our goal is: "To know you as well, or better than you know yourself financially, for the purpose of assisting you in setting and meeting your goals in life".
Whether your needs are a detailed retirement plan, customized cash management, advice on trust structures, tax and succession planning or if your needs are corporate restructuring of a small business, for sale, succession or creditor protection, James' expertise and dedicated team can help.
His clients appreciate his accessibility, experience, judgment, quality of work and proactive holistic approach in addressing their planning needs.
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