James Crouch

With a career which extends to over 25 years in Financial Services, James has worked successfully in both the individual and group markets. Prior to coming to Canada in 2008 he worked as a consultant on the UK Financial Capability Task Force, supporting the UK regulator to deliver key components of their literacy initiative.

James has been approached and asked to present to a number of Advocis Chapters across Canada.  James has shared the key note address with a number of Million Dollar Round Table keynote speakers. His challenging and thought provoking style of delivery has been exceptionally well received.

A former advisor, trainer, consultant and manager, he now represents one of Canada’s leading financial services organisations in his role as Director of Sales for Industrial Alliance. In his third year on the Advocis Board, he currently supports the Winnipeg location as chair for his local chapter.

He has a strong background in sales and a good knowledge of how compliance standards and practice management can have a positive impact on revenue and also deliver a positive and enjoyable experience for the consumer.

James currently supports CLHIA financial literacy task force, where he is able to offer direct input into the proposed educational plans for the Canadian consumer, with a great deal of experience drawn from his UK experience and exposure.

You will receive inspirational insights, as well as an outline as to how to practically approach the opportunities that exist with your clients.