James McKinnon

James McKinnon
James McKinnon

Associate Portfolio Manager

Investment Advisor

CFA

Working together to help you achieve what truly matters to you

Phone

Office

(905) 660-6874

Office Location

2300 Steeles Ave. W., Suite 180 Vaughan, ON L4K 5X6. map

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James has been in the financial services industry since 2012 and joined TD Wealth in 2014 where he has found his current success as an Associate Portfolio Manager and Investment Advisor.  Working together with his team, and engaging TD Specialists where needed, James sits down with clients to listen and understand their current financial situation, and crafts an investment plan, retirement plan, and other financial solutions that create a total wealth plan for clients to help them meet their financial goals.

James is a CFA charterholder, and holds a degree from the University of Guelph.  He is an avid golfer, and lives in Caledon with his family.

Certificates

CFA