James Deakin

Starting his career in life insurance product development before transitioning over to a role working with advisors and their high net worth clients, James has an extensive knowledge of the various life insurance products and their features, and how best to structure them to meet the needs of clients.

Over his 35+ year career James has also developed an in-depth knowledge of the various advanced estate planning opportunities that may be implemented to support the goals of clients. As a member of the Conference for Advanced Life Underwriting he stays abreast of all of the latest changes impacting estate planning. James has a strong reputation for leading with integrity and respect, and considers his collaborative style as one of his strengths.