Perfil
Mr. James S.
Andrews is a President & Chief Executive Officer at CWB Wealth Management Ltd. He draws from more than 20 years in the financial services industry to oversee front-line supervision while driving operational effectiveness, business transformation and growth at CWB Wealth.
Prior to joining CWB Wealth, Mr. Andrews previously worked at MGI Securities, iA Securities Inc., and iA Investment Counsel.
He received his undergraduate degree from Trent University and an MBA from York University.
Cargos activos de Jim Andrews
| Empresas | Cargo | Inicio |
|---|---|---|
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth takes a fully integrated approach to wealth management, with customized strategies designed to address their clients’ unique goals. The firm’s investment philosophy is based on a multi-manager, active management process. They believe in looking at the long-term time horizon and using comprehensive analysis to determine the right ways to invest. CWB Wealth invests in businesses based on thorough research and market analysis. | Director Ejecutivo | 01/09/2024 |
Formación de Jim Andrews.
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
York University
York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Trent University
Trent University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth takes a fully integrated approach to wealth management, with customized strategies designed to address their clients’ unique goals. The firm’s investment philosophy is based on a multi-manager, active management process. They believe in looking at the long-term time horizon and using comprehensive analysis to determine the right ways to invest. CWB Wealth invests in businesses based on thorough research and market analysis. | Finance |
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