JAMES BITTNER

Support Team

I have spent almost 10 years in the financial industry, professionally servicing clients throughout Ontario.   The corporate world provided an excellent platform to learn about a wide spectrum of investment knowledge and interpersonal skills, all while working in a fast-paced environment.  However, I learned that my passion was not answering to the management team or hitting targets, it was building relationships and connecting with people.  Everyone has a story, goals, challenges, and accomplishments, and uncovering those makes creating and building new relationships so rewarding.

The financial world is one that is ever-evolving, and there is never a course or book that should be passed up to keep up with the times or learn from the past.  Although I have completed several investment courses over the years, I am currently in pursuit of completing my Certified Financial Planning designation. Having had a strong working relationship with Deb, Kelly and Gary for several years in my previous role, I am excited to develop my career with a team whose work ethic and values align with that of my own.

On my personal time I can be found relaxing with family and friends, stressing over my beloved Leafs, finding my golf ball in the trees or relaxing at a cottage. My fiancée and I have moved into our new home north of the city and have now welcomed Bennie, our Australian Shepherd to our family.