1 First Canadian Place
38th floor, P.O. Box 150
|James W. Kraft, CPA, CA, MTax, CFP, FEA
Estate and Insurance Advisor, Vice-President
BMO Estate Insurance Advisory Services Inc
James is accountable for providing estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. He offers clients informed insight across the broad spectrum of wealth and estate planning issues, levering advanced market experience – more than 25 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.
James works collaboratively with other colleagues to simplify the complexities associated with wealth, and offer affluent families and entrepreneurs a uniquely personalized experience. Together, we aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.