James di Tomaso

James Di Tomaso has a range of experience in the financial industry. James started their career at Fairway Canadian Express as an Accounts Payable professional from 2000 to 2004. James then worked at Accenture Inc. as a Reconciliation Analyst for a brief period in 2005. In 2006, they joined Investors Group as a Consultant until 2008. James later moved on to CIBC Asset Management, where they served as a Business Development Manager from 2008 to 2012. Currently, James is at Dynamic Funds, starting as an Inside Sales Representative in 2012 and later being promoted to Vice President Business Development in 2014. In their role at Dynamic Funds, they partner with investment advisors and brokers, prepares investment proposals and practice management workshops, manages a large client base, and focuses on converting prospects into supporters.

James Di Tomaso attended the Canadian Institute of Financial Planning from 2007 to 2009, where they obtained a certification as a Certified Financial Planner (CFP). Prior to that, they attended the Schulich School of Business at York University from 2000 to 2004, although the degree name and field of study were not provided.