James Simon, CFP, FMA, FCSI
Financial Advisor, Manulife Securities Incorporated
Partner, Cornwall Wealth Management Group Inc.
James has been an independent Financial Advisor since 1996. Clients tell him they appreciate the peace of mind provided by their successful, professionally-managed portfolios and the certainty of tax-efficient retirement income that they cannot outlive. James believes strongly in continuous improvement, having earned the Certified Financial Planning (CFP), the Financial Management Advisor (FMA) designations, and most recently the Fellow of CSI (FCSI). If you have any questions about creating retirement income, or how to make it tax-efficient, James is a great resource for you.