ABOUT JAMES

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Financial Consultant

Email: james.weir@investorsgroup.com
Cell: +1 250 545 9188

ALL ABOUT
JAMES WEIR, CPA,CGA,BA,PMP

Hello, my name is James Weir and I have worked closely with Phil Martin for the past 5 years assisting new arrivals to Canada get their finances up and running as quickly and as effortlessly as possible. Anyone moving to a new country wants this to be a smooth transition, and I am here to help. I am passionate about delivering efficient and discreet financial planning. 

I am a Certified Professional Accountant with over 20 years experience and a proven approach to building and protecting the assets of clients. My hands-on commitment ensures that you will always have someone on your side who is available to advise you.  I am familiar with HMRC and NHS rules and regulations and have helped clients from all over the world establish success as new Canadians. 

Areas that I can help in are as follows: 

  • Establishing credit
  • Protecting your income
  • Protecting your family
  • Buying a home
  • Making wise investments for your future 

I reside in The Okanagan Valley, British Columbia. I am an avid skier and enjoy all the winter and summer activities that a Canadian lifestyle can offer. I look forward to helping you create the wealth and work life balance that Canada can offer you.

The top 5 reasons why I love living in Canada: 

The weather


Proximity to nature


Accepting welcoming people


Hockey


Beauty of Canada