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.

James Gellman
Director, Wealth Management & Investment Advisor
Richardson Wealth
Canada, Ontario, Toronto
About Me
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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