James P Talbot, CFP
Financial Advisor/Owner
B2 – 550 Parkside Drive, Waterloo, ON N2L 5V4
Phone: 1-519-858-6129
Fax: 1-519-930-3642
Mobile phone: 1-519-240-3430
Bio
Thirty years into a career and you'd think the money part would sort itself out. It rarely does, and that's where I come in. I've spent 25+ years in financial services, nearly 20 of them with Co-operators, working mostly with dual-income couples and professionals across Waterloo Region and Southwestern Ontario. Along the way I ended up running the largest Co-operators practice in the country, which I'm proud of; but what really matters is getting the right plan in place for you and your family, the same way I've been honoured to do for so many others.
Whether you're still building and not sure if you should pay down debt or invest more, getting close to retirement and wondering how much longer you need to work, or newly retired and focused on making your money last, I support clients to get a clear, straightforward plan; retirement income, tax-efficient investing, estate planning, and life insurance, all built around your goals rather than a generic model.
Area of Expertise
- Retirement income and wealth accumulation strategies
- Tax-efficient investment and estate planning
- Life insurance and family protection planning
- Integrated life and wealth strategies, built around your goals — not a generic model