James Brake has spent over 20 years in the financial industry, including 18 years as an Investment Advisor at RBC Dominion Securities, where he has dedicated himself to helping clients achieve the goals most important to them.
Having built a business based on trust, James works with a select group of professionals, business owners, entrepreneurs and retirees. He has made a significant impact helping each client achieve their unique goals and objectives. Together with his partners, James helps his clients address some of their biggest concerns: preserving wealth, mitigating taxes, and taking care of their estate.
James never follows the herd and, through rigorous due diligence, has a proven track record of generating wealth for his clients. Outside of work, James is passionate about dedicating his time toward helping the BC Children’s Hospital, and believes in living a balanced, healthy lifestyle.