James Beecroft- Financial Advisor

James Beecroft seated, wearing a white shirt with a floral pattern, hands clasped, gray background.

James Beecroft

Branch Manager-Terra Financial

Financial Advisor

Insurance Licensed / Branch Manager Licensed / Bachelor of Arts

Licensed for mutual funds and Life and Health insurance in the Province of Ontario

Services Offered: Full Financial Plans, Investments and Insurance

Cell Phone: 613-330-1860

Email: jamesbeecroft@terra-financial.ca OR jamesbeecroft@terrafinancial.ca

My Journey

Born in London, England, I first came to Canada as a student at McGill University and, after graduating in 2018, chose to extend my stay in Canada and build my career as a Financial Advisor.

The youngest advisor with Terra Financial when I joined the team in 2019, I took advantage of the immense experience of the professionals around me and was able dive right into the many diverse areas offered by the company. I became licensed as both a Mutual Funds and Insurance agent during my first year. After 4 years of cultivating a diverse client base in my first 4 years, I became one of Terra Financial’s licensed Branch Managers.

The best part of being a Financial Advisor is meeting with clients from a wide range of backgrounds and helping them achieve their goals. Whether you are making your first steps in saving for the future, looking for security and protection for a growing family, hoping to enjoy your retirement or any other scenario, I would love to hear from you.

Client Testimonials

  • James has been very helpful in growing my portfolio. He always answers questions very quickly and his enthusiasm towards his clients is contagious. I highly recommend sitting down with him for all your investment needs.

    ~Eric P.

  • James’ expertise and dedication have been outstanding. He has provided clear, insightful guidance and tailored strategies that align perfectly with my financial goals. I highly recommend James for anyone seeking a knowledgeable and reliable financial advisor.

    ~Lola D.

  • James is a down-to-earth, patient and welcoming person. He is very knowledgeable and his expertise in finances becomes evident in the way he explains and presents his work. I would recommend him to anyone and everyone.

    ~Cameron M.

  • Thank you Terra Financial! When first meeting with James, I immediately felt comfortable. There was no pressure or hard sell. We went over my financial situation and then looked at options that were tailored to my specific requirements. I was carefully guided through all the steps for completing the necessary documentation. After becoming a Terra Financial client, the service did not stop. James has kept in constant contact to make sure they are continuing to meet my needs. I would highly recommend Terra Financial.

    ~Dave A.

  • We have been working with James since 2020. Since the start he has been extremely helpful with all of our needs. He took the time to understand our goals and offered clear and sound advice. We felt confident and well informed each step of the way. James helped us choose the right life insurance policy for our family and we are sure that we have the protection that we need. He also has helped us with all of our investments to make sure we are making the right choice for our needs. James is helping us with a clear financial plan to ensure we are prepared for what the future has to hold. We highly recommend James and Terra Financial Services to anyone looking for a knowledgeable and trustworthy financial advisor.

    ~Kelsey N.