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Kinkaid Wealth Management offers clients professional money management and advice in areas of taxation, family wealth transfer, and business sale or succession.
Offering access to a team of professionals, James provides:
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Professional Investment & Money Management
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Individual & Family Financial Planning
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Business Succession & Risk Management Planning
In addition to being a Certified Financial Planner , James holds a Honours degree in Finance from the University of Ottawa.
His background is diverse. Within the technology space, he has founded or co-founded multiple businesses and brings experience in operations and finance. His interest in Agriculture – or, as he might call it, his "farming problem" – is satisfied by owning a cash-crop farm. |