James McCarthy
Wealth Advisor Client Relationship Manager at Nicola Wealth
Based in Vancouver, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Vancouver
Industry
Financial Services
Company size
548
Contact information
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j•••••••@nicolawealth.com
Phone
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Background
About James McCarthy
Keep your promises and be consistent. Be the kind of person others can trust."- Roy T. BennettAs a Wealth Advisor, I strive to build and deliver consistency, stability and trust. When working with our clients, gaining a detailed understanding of their backgrounds, passions and financial goals is key to creating a holistic plan to meet their objectives.Through my 10 years of experience in the financial services industry, I've worked with a variety of individuals and families helping navigate them financially through the different stages of their life and career journeys.Outside of the office, sports and travel take up the majority of my free time.
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