Maxim Ajani (AJ) James
Financial Security Advisor
A motto that I live by and share with my clients is “challenge yourself to find new challenges!”
Building relationships and using key financial concepts, I implement a unique and comprehensive plan that helps my clients meet their goals and prosper in the future. I've built my business by assisting clients with making the best decisions for their personal, professional, business, and family needs. I work closely to help them make sound investment and insurance decisions that are useful, valuable, tax-efficient, and time-specific.
Ready to achieve your financial goals? Connect with me and book a call today!
A little more about me:
Upon completing my undergraduate degree at York University, I embarked on a personal journey of growth through new challenges. I stepped out of my comfort zone, accepted greater responsibilities, and learned how to overcome obstacles in order to achieve success in my endeavors.
Growing with my challenges, I've successfully owned several businesses, earning over a decade of experience in financial security planning, corporate structures, strategy, brand development, marketing, project management and business analytics.
Being passionate about learning, having an entrepreneurial spirit and a growth mindset, I challenged myself to excel while achieving my MBA from Hult International Business School. During this experience, I presented a business idea through a global competition, winning in Shanghai and London before taking the stage with a team of colleagues in Davos, Switzerland at the World Economic Forum for the 2015 Hult Impact Challenge.
Completing my MBA after studying in Shanghai, Dubai, and London, I had confidence in my business acumen and execution. These skills were further enhanced by developing entrepreneurial ventures into multi-national companies. Completing my studies I knew I was ready for a career leading passionate individuals towards going above and beyond target goals. I then achieved my LLQP and IFIC licenses, and began helping clients achieve their financial goals through comprehensive planning.
Contact me today to learn more
Take your donation dollars further
Jun 01, 2023 - Canada Life
Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...Read more
Financial planning for 2SLGBTQI+ families
May 24, 2023 - Canada Life
From financial planning to estate planning, there are many aspects to financial wellness that are unique to 2SLGBTQI+ individuals, partnerships and families. Here are some considerations for your individual 2SLGBTQI+ financial planning...Read more
Four tips to help you make the most of your landscaping budget
May 15, 2023 - Canada Life
Don’t break the bank on your home landscaping...Read more