James Mckeown PFP
Associate Mortgage Broker at Premiere Mortgage Centre- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Melanie Dempsey
Not only have I had the pleasure of working directly with James during his time with Scotiabank, I have also been his client. James helped me reach my goal of buying a vacation home. James was professional, quick to respond to my inquiries and helped find me the best deal for my mortgage on the vacation home. Buying a property can be very stressful, James helped make it easy.
Tracy Legge
James is a very astute sales person who keeps up with what is happening in the economy and stays well-informed with changes in the economic environment. Go to James for investment advice, he will coach you to help you attain wealth management for you and your family.
Melanie Dempsey
Not only have I had the pleasure of working directly with James during his time with Scotiabank, I have also been his client. James helped me reach my goal of buying a vacation home. James was professional, quick to respond to my inquiries and helped find me the best deal for my mortgage on the vacation home. Buying a property can be very stressful, James helped make it easy.
Tracy Legge
James is a very astute sales person who keeps up with what is happening in the economy and stays well-informed with changes in the economic environment. Go to James for investment advice, he will coach you to help you attain wealth management for you and your family.
Melanie Dempsey
Not only have I had the pleasure of working directly with James during his time with Scotiabank, I have also been his client. James helped me reach my goal of buying a vacation home. James was professional, quick to respond to my inquiries and helped find me the best deal for my mortgage on the vacation home. Buying a property can be very stressful, James helped make it easy.
Tracy Legge
James is a very astute sales person who keeps up with what is happening in the economy and stays well-informed with changes in the economic environment. Go to James for investment advice, he will coach you to help you attain wealth management for you and your family.
Melanie Dempsey
Not only have I had the pleasure of working directly with James during his time with Scotiabank, I have also been his client. James helped me reach my goal of buying a vacation home. James was professional, quick to respond to my inquiries and helped find me the best deal for my mortgage on the vacation home. Buying a property can be very stressful, James helped make it easy.
Tracy Legge
James is a very astute sales person who keeps up with what is happening in the economy and stays well-informed with changes in the economic environment. Go to James for investment advice, he will coach you to help you attain wealth management for you and your family.
Credentials
-
Personal Financial Planner (PFP)
Canadian Securities InstituteOct, 2014- Oct, 2024
Experience
-
Premiere Mortgage Centre
-
Canada
-
Financial Services
-
1 - 100 Employee
-
Associate Mortgage Broker
-
Aug 2020 - Present
-
-
-
-
Consultant
-
Nov 2015 - Present
Work to develop and improve industry exams for financial service professionals. Work to develop and improve industry exams for financial service professionals.
-
-
-
Scotiabank
-
Canada
-
Banking
-
700 & Above Employee
-
Home Financing Advisor
-
Jun 2019 - Aug 2020
-
-
Assistant Manager
-
Mar 2018 - Jun 2019
-
-
Senior Financial Advisor
-
Oct 2015 - Mar 2018
-
-
-
Libro Credit Union
-
Canada
-
Financial Services
-
400 - 500 Employee
-
Lending / Investment Specialist
-
Oct 2011 - Sep 2015
Consumer lending (Personal mortgages, car loans, etc.)Provide coaching to help pay down debt, save for retirement, Investments, and budgetingHelp with investment questions and provide investment productsPromote the benefits of banking with a local financial institution
-
-
Financial Service Representative
-
Jul 2010 - Oct 2011
Completed lending applicationsProvided Investment support including mutual funds
-
-
Investment Specialist
-
Jan 2006 - Oct 2011
Provided support to the Financial PlannerCompleted different types of investing transactions
-
-
Education
-
2003 - 2006
Conestoga College
Business /Financial Services Marketing
Community
