Who am I?

Let me introduce myself: I am James Douglas, a Certified Financial Planner and President of Teine Financial.
I have been helping my clients to achieve financial security for 20 years.

I am licensed by the Financial Services Commission of Ontario, for the sale of insurance products and I am presently contracted with the following Life Insurance Companies:

Canada Life
Great-West Life
Standard Life
Industrial Alliance
Transamerica Life

Unity Life
Sun Life
Manulife Financial
Empire Life
Laurier

Desjardins Financial
AXA

I am associated with DMR Financial in order to offer AIC and AIM segregated funds, the Guaranteed Funds of TD Asset Management and the various financial products of Laurier Life, National Life, AIG and Equitable Life.

I am able to offer Mutual Funds and Labour Sponsored Investment Funds through FundEx Investments Inc. Through this arrangement I have access to many mutual funds.
C.I.
Fidelity
Dynamic
AIM/Trimark
TD

Mackenzie
Guardian
AIC
AGF
Meritas

Franklin Templeton
Northwest
CIBC
Bissett
Sprott

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Mutual Funds Provided Through
FundEX Investments Inc.