James is an experienced investment industry professional with over 20 years accrued. Prior to joining RBC Dominion Securities in 2009, James has worked with our industry leading wealth management and investment firms in a variety of roles. His experience and knowledge of capital markets, prudent asset allocation and retirement planning strategies gives him a tremendous ability to provide intelligent advice to clients.
James takes a holistic approach to the management of his clients' financial affairs. To produce the comprehensive financial plans for his clients, he devotes significant effort to incorporating essential tax planning, estate planning and risk avoidance strategies into the plans. James has completed his BBA Finance and Economics as well as other key industry licensing courses that provide him with the foundation for his industry knowledge today.
When not at work James enjoys his time with his wife and their two children. His family loves the active outdoor BC lifestyle, particularly in the mountains.
