David James B. Sc. Financial Advisor

David James joined the firm in 2001. David is Susan’s younger brother and he shares Susan's goal to provide sound financial planning in a manner that is tailored to the unique needs of each client. Since joining Susan Creasy Financial Inc., David has earned his Level I Life Licence (2002) and his Level II Life Licence (2004). David is continuing his studies.

David is a member of Advocis, the Financial Advisors Association of Canada and he regularly attends and participates in Advocis events and educational opportunities. Prior to joining Susan Creasy Financial Inc., David attended the University of Guelph where he earned a Bachelor of Applied Science degree and an Associate Diploma in Agriculture.

Following his sister’s lead, David gives time to the community. After only one year on the organizing committee for the Black Tie Gala for Kingston General Hospital, David co-chaired this important annual fund raising event in 2006.

David works closely with Susan, providing sound advice and guidance to established clients while at the same time developing his own growing list of clients.

Contact David at david@susancreasy.ca