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| James
G. Douglas, CD, CFP, CLU, CH.F.C.
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Address:
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100
Victoria Street
Milton, Ontario, L9T 1S7
1075 North Service Road West, Suite 102
Oakville, Ontario, L6M 2G2 |
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905-878-1632 |
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905-878-8787 |
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877-242-1003
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| Born:
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Toronto, Ontario |
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Education:
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Streetsville Secondary
School 1971
University of Western Ontario 1975
Honours Bachelor of Arts |
Professional:
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Chartered Life Underwriter
1989
Chartered Financial Consultant 1995
Certified Financial Planner 1997 |
Employment:
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Certified Financial
Planner, licensed by the Financial Services
Commission of Ontario, and President of Teine Financial |
Military Service:
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Joined 48th Highlanders
of Canada 1976
Transferred to Argyll & Sutherland Highlanders of Canada 1977
Retired April 1993 with the rank of Major |
Medal:
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Canadian Forces Decoration
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Awards:
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Million Dollar Round
Table; Life and
Qualifying Member
National Quality Award; 8 times
Milton Heritage Award 1996
Million Dollar Round Table 18 years |
Clubs and Hobbies:
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Past President, Milton Choristers
Past President; Milton
Community Homes Inc.
Past President; Rotary Club of Milton
Past President; Arts Milton
Past President; Outdoors Club
Elder; Knox Presbyterian Church, Milton
1999 Chairman; Milton Rotary Celebration
of the Arts
Member; Royal Canadian Military Institute
Member; Royal Canadian Legion,
Fort York Branch
Member; Advocis (formerly Canadian Association of Insurance and
Financial Planners)
Charter Member; CLU / CH.F.C. Association, Peel / Halton Chapter
Member; Milton Choristers
Member; Men 2 Boys
Member; Opimian Society of Canada
Volunteer; The United Way of Milton Corporate Campaign
Former Moderator; Life Underwriters
Training Course
Director; Hope Place Centres
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CH.F.C. A
Chartered Financial Consultant (CH.F.C.) is a financial advisor
with advanced knowledge in wealth accumulation and retirement planning.
An advisor with a CH.F.C. is an expert in retirement planning and
capital accumulation strategies.
CLU The
Chartered Life Underwriter (CLU) is a professional financial advisor
specializing in developing effective solutions for individuals,
business owners and professionals in the areas of income replacement,
risk management, estate planning, and wealth transfer. For more
than 80 years, the CLU designation has been widely recognized as
a mark of excellence in the industry.
CFP The
Certified Financial Planner (CFP™) designation is an internationally
recognized standard for financial planning. It is granted by the
Financial Planners Standards Council (FPSC). Advocis is one of the
FPSC's founding member organizations offering courses leading to
the CFP designation. An advisor with a CFP may help you with personal
financial planning and offer advice on investment products and strategies.
CD (Canadian
Forces Decoration) |
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