James

James: Email & Phone Number

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Wealth Protection Specialist at Beem Wealth & Planning|Vancouver, British Columbia, Canada

Position:

Wealth Protection Specialist at Beem Wealth & Planning

Location:

Vancouver, British Columbia, Canada

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Last updated: 2026-08-17
Updated: 2026-08-17

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Personal emails:

Found phones for James:

+1-604-***-**37
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Work Experience 21 years

Wealth Protection Specialist at Beem Wealth & Planning

Jan 2026 - Current

Wealth Protection Specialist at BlueShore Financial

Jan 2025 - Mar 2026

General Manager, Client Experience at BlueShore Financial

Jan 2024 - Jan 2025

Director, Advisory Practice Management at BlueShore Financial

Jan 2022 - Jan 2024

Advisory Sales & Development Manager at BlueShore Financial

Jan 2016 - Jan 2022

PlanRight Financial Advisor at Manulife

Jan 2014 - Jan 2016

Financial Advisor at North Shore Credit Union

Jan 2005 - Jan 2014

James started working in 2005, then the employee has changed 3 companies and 5 jobs. On average, James works for one company for 3 years 2 months.

Their professional focus is Adult Education, Asset Protection, and Banking across 3 core areas.

James holds ACC, CFP, and Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities certifications.

Education

Bachelor's degree at Royal Roads University

Provincial Instructor Diploma at Vancouver Community College (VCC)

Frequently Asked Questions

SignalHire found verified email addresses for James, both business and personal. Their business email is j***@aol.com, and personal emails include j*******************f@gmail.com.
SignalHire found multiple verified phone numbers for James: +1-604-***-**47, and +1-604-***-**37.
You can reach James through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.
James has 21 years of professional experience. They have held roles including Wealth Protection Specialist, General Manager, Client Experience, and Director, Advisory Practice Management at companies such as BlueShore Financial, BlueShore Financial, and BlueShore Financial. Their education includes Bachelor's degree from Royal Roads University, and Provincial Instructor Diploma from Vancouver Community College (VCC).
Yes. James's SignalHire profile was last updated on 17 August 2026, reflecting their current position as Wealth Protection Specialist at Beem Wealth & Planning.

James Namesakes

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Company
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James Lee
Self-employed
Freelance
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James Lachman
Marketing Director
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James
Literally managing money for my family
Head of Investment
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