Over 13 years in the financial services industry, James has developed his breadth of experience through roles in retail banking, as a financial advisor and financial planner. In his current role as Investment Advisor, James is driven by his passion for finance and helping clients achieve their financial goals. He is committed to building a holistic financial plan for each client, then developing an investment plan that works in synergy with this plan to help clients secure their financial future. Clients and colleagues alike appreciate his genuine level of care, fast turnaround and knowledgeable advice.
A graduate of the University of Ottawa, James holds a Bachelor of Commerce. He has also earned the Certified Financial Planner (CFP) designation.
Away from work, James enjoys spending time with his wife, Rebecca, and their three children. He likes to stay active playing golf and hockey, and coaching his kids in hockey, soccer and baseball.