Holistic approach, disciplined investing

Knowledge is power. The knowledge I've gained over 20 years in the financial services industry allows me to apply a powerful perspective and expertise to the management of your wealth. Whether you're an entrepreneur or business owner looking to grow your company, a high-net-worth professional, an institutional investor, or a retiree wanting to secure your future, I am committed to helping you achieve those goals.

My disciplined approach to portfolio management involves setting clear objectives and undertaking a long-term methodology tailored to your unique needs. This powerful approach draws on my two decades of knowledge and professional expertise, and is designed to help you achieve the financial freedom you envision.

Meet the team

RBC Family Office Services: Our approach

Find out how our holistic approach to wealth management could help you reach your financial goals. From tax strategies to investment management, our team of highly-skilled specialists can meet your personal and professional needs.

James Brake

Investment Advisor

Email | 604-678-1442

How can we help you?

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Individuals & Families

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