James Sand CA CPA CAFM

Examiner
DISC Type : cs

President at SRVI

Onoway, Alberta, Canada

Overview

James Sand is an experienced financial leader and the President of SRVI, where he provides financial guidance and capital-raising expertise to young companies. His background includes numerous CFO roles with organizations like the Gwichin Tribal Council. People who have worked with him describe him as professional, analytical, and a strong leader with deep technical insight.

As a proud Métis father, James is deeply connected to his heritage and community. He actively shares stories about Métis history and honors Indigenous veterans, including his own great-uncle. His community involvement extends to supporting local healthcare initiatives and he has served as a board member for the Edmonton Financial Literacy Society.

James holds a Certified Aboriginal Financial Manager (CAFM) designation, reflecting his specialized expertise.

Personality Overview

Late Adopter

Status Quo Seeker

Overcautious

They do not like taking risks at all and go for proven options in the end.  They are thorough and always follow a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Indigenous Finance
Holds a Certified Aboriginal Financial Manager designation and has served as CFO for several First Nations organizations, demonstrating a deep commitment to financial management within Indigenous communities.
Métis Heritage
He prominently identifies as Métis in his professional headline and shares posts about Métis history and the contributions of Métis veterans, indicating this is a core part of his identity.
Capital Raising
His current role involves advising growing companies on raising capital. His experience spans private funds, traditional lenders, investment funds, and venture capital.

Media Appearances

James has no verified media appearances

Work History

8-2004
President at SRVI
6-2022 - 4-2025
Chief Financial Officer at Gwich'in Tribal Council
1-2022 - 4-2023
Chief Financial Officer at Sovrn21
11-2019 - 5-2022
Chief Financial Officer at Bearspaw First Nation
9-2012 - 1-2019
CFO at Western Star Trucks (North) Ltd.

Education

1989 - 1991
Business from University of Alberta
1987 - 1989
Business Admin Diploma from Red Deer Polytechnic

More Information

Social Presence :

Prographics :

Exp : 19 Location : Onoway, Alberta, Canada Job Level : N/A Designation : President at SRVI
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from James

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can James take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And James

Personality Compatibility


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