James D. Simon Cfa, Cfp, Fma, Fcsi

James D. Simon, CFA, CFP, FMA, FCSI has worked as a Portfolio Manager and Senior Financial Advisor at Aligned Capital Partners Inc. since November 2017. Prior to that, James D. was a Partner at Cornwall Wealth Management Group from 2011 to December 2017, and a Senior Financial Advisor at Manulife Securities Incorporated from April 2007 to November 2017. James D. also worked as a Financial Advisor at Dundee Private Investors Inc. from 1996 to 2007. James is a part of a team of financial experts at the Cornwall Wealth Management Group, dedicated to providing unbiased advice and comprehensive wealth management services to their clients.