James Waring


M.B.A. – Financial Services (Dalhousie University, Canada)
C.M.A.  (Certified Management Accountants Association of British Columbia)
C.F.P.  (Certified Financial Planner)
B.Comm. – Management (Ryerson University, Canada)
B.Sc. – Environmental Science (University of Toronto, Canada)
Teaching Area:  Finance
Areas of Special Interest:  Financial Planning, Value Investing, Investor Behavior, Risk Management, Wealth Management

Professional Experience

Academic Experience


Faculty of Management, Vancouver Island University, Canada

Industrial Experience

Partner and Financial Planner
Vancouver Financial Planning Consultants

Marketing Manager
Trelis Financial

Professional Memberships/Affilications

The Financial Planners Standards Council
The Certified Management Accountants of BC
The Insurance Council of BC (Level II Insurance License)

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