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James Cochrane

Investment Advisor

Tel: 807-223-2600
Fax: 807-223-2690
Toll Free: 800-303-3249

James Cochrane

Address
210 - 1139 Alloy Drive
Thunder Bay, ON
P7B 6M8
Map

Other Locations

21 King Street
Dryden, Ontario
P8N1B4

Contact Me

Education:
Bachelor of Science, Lakehead University, Thunder Bay
Chartered Financial Planner, Canadian Instiute of Financial Planning, Toronto

Specialties:
Business Specialist:
- I'll help build, protect and transfer your Business

Retirement Specialist:
- I'll help ensure your great grandchildren come from "old money"

The topics covered over the first 2 years of our relationship include:
  1. Identify & Quantify Financial Goals

  2. Ascertain Current Financial Situation

  3. Review Risk Tolerance & Time Horizons

  4. Discuss Balance & Diversification

  5. Create a Comprehensive Financial Blueprint

  6. Build a Multi-Asset, Multi-Style, Multi-Manager Investment Portfolio

  7. Discuss Retirement Planning

  8. Talk about Risk Management

  9. Confer about Tax Strategies

  10. Speak regarding Debt Minimization

  11. Discuss Estate Planning

  12. Consult regarding Wills & P.O.A.’s

  13. Explore Educational Needs

  14. Chat about Charitable Giving

  15. Discuss Special Needs
A quarterly review of your situation and changes in the world is recommended.