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James Gellman

Director, Wealth Management & Investment Advisor

Richardson Wealth

Canada, Ontario, Toronto

About Me

Jim is a Chartered Financial Analyst. He manages the portfolio and investment strategy for clients by using a strong fundamental approach and technical analysis. With over 40 years of relevant industry experience in investment banking, institutional sales and private wealth management, Jim works well with sophisticated High Net Worth clients who value his ability to source the best new ideas from the vast pool of research and trading opportunities.

Profile Information

Director, Wealth Management & Investment Advisor

Richardson Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Toronto

Ontario

Canada

Feb 28, 2025

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