James Allen CFP®, TEP, CPCA, RRC
James brings 24 years of knowledge and experience to our team. He has been a consultant at Investors Group since 1994 and joined the Spence team in 2000. James is a CFP since 1998 and also has his TEP, CPCA and his RRC designations. He specializes in Canadian Taxation and stays current with ongoing legislation changes in both Federal and Provincial tax law. He is a great asset, helping the team to navigate through the complex tax world, as it applies to investing and estate planning.