WHO I AM

James Douglas

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 90 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

Time in the market beats timing the market.”

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.

2023 Tax Planning

Structuring An Effective Will

The Role Of An Executor

Incapacity: Planning Ahead Helps

Tax-Free Savings Accounts (TFSA)

Tax-Free Savings Account (TFSA) Scenarios

Registered Education Savings Plans (RESP)

Registered Retirement Saving Plans (RRSP)

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 Investment Advisor, 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 – 31 Years
MDRT Court of the Table 2011, 2012, 2018, 2021, 2022, 2023
MDRT Top of the Table 2012
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; Opimian Society of Canada
Formner Volunteer; The United Way of Milton Corporate Campaign
Former Moderator; Life Underwriters Training Course