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James Capling

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).

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