JAMES DOUGLAS

Certified Financial Planner and President of Teine Financial

Address:

  • 100 Victoria Street
  • Milton, Ontario, L9T 1S7
  • 101A-3425 Harvester Road
  • Burlington ON L7N 3N1

Telephone:

  • 289-337-4544

Fax:

  • 289-337-9099

Born:

  • Toronto, Ontario

Education:

  • Streetsville Secondary School 1971
  • University of Western Ontario 1975
  • Honours Bachelor of Arts

Professional:

  • Conduct and Practices Handbook Course 2013
  • Investment Advisors Training Program 2014
  • Wealth Management Essentials 2016
  • Chartered Life Underwriter 1989
  • Chartered Financial Consultant 1995
  • Certified Financial Planner 1997
  • Canadian Securities Course 2012

Employment:

  • Certified Financial Planner, licensed by the Financial Services Commission of Ontario, and President of Teine Financial

Military Service:

  • Joined 48th Highlanders of Canada 1976
  • Transferred to Argyll & Sutherland Highlanders of Canada 1977
  • Retired April 1993 with the rank of Major

Medal:

  • Canadian Forces Decoration

Awards:

  • Million Dollar Round Table; Life and Qualifying Member  – 27 Years
  • National Quality Award; 8 times
  • Milton Heritage Award 1996

Clubs and Hobbies:

  • Retired Director; Hope Place Centres
  • 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
  • Charter Member; CLU / CH.F.C. Association, Peel / Halton Chapter
  • Member; Men 2 Boys
  • Member; Opimian Society of Canada
  • Volunteer; The United Way of Milton Corporate Campaign
  • Former Moderator; Life Underwriters Training Course

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)

Resources

Below you will find a list of links to various resources and articles that you might find useful. This list is updated on a regular basis, so check back often.

Should you access one of this links provided you will be leaving Teine Financial site. Teine Financial is not responsible for the information contained on any of these links.

Q1 Review and Market Outlook

Death and Taxes 2017

Caring for Your Aging Parents 2015

Pension Income Splitting 2015

In-trust Accounts 2016

Registered Education Savings Plans (RESP) 2016

Registered Retirement Saving Plans (RRSP) 2016

Tax Free Savings Account (TFSA) 2016