As an Investment Counsellor for RBC PH&N Investment Counsel, James provides comprehensive discretionary investment management for high net-worth families, their corporations and charitable foundations. A planner first, James recognizes that there is often much more to the family financial picture than simply developing and maintaining an investment portfolio.
Having spent the majority of his career as a financial planner catering primarily to business owners and their families, James understands that with growing wealth comes growing responsibilities. Drawing on his many years of experience, James is able to bring a unique perspective to the challenges his clients face now and in the future. A firm believer that there is value in collaboration, James works closely with an in-house team of highly specialized tax, insurance, and estate specialists to ensure that there are multiple viewpoints at the table to help craft the most creative solutions for his clients.
James holds a number of specialized industry accreditations including the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) designations. He is also a member of the CFA Institute and the Toronto Society of Financial Analysts.
Married with two young children, James is fortunate to be able to work and contribute to the community he calls home. When not at the office, he enjoys spending time in the great outdoors, woodworking and supporting his beloved Toronto Blue Jays, regardless of where they happen to be in the standings.
