“The James Financial Advisory Group has always provided us with sound advice and recommendations, the team has the experience and the expertise. They work as a quarterback with our accountant and legal advisors to ensure everyone is on the same page. We trust them with our families wealth plan.”
- Dr. Martin Belanger, MSc DMD FRCD
“The James Financial Advisory Group has been an integral part of our retirement and wealth planning for over 20 years. Chris, Linds, and Lindsay are professional in their approach, and instill a level of trust that is of the highest quality. We would not hesitate to encourage others to pursue their expertise.”
- Peter and Deb Allison
“I met Chris while we were both attending UNB. We also obtained our Chartered Accountant designations together. Chris’ attention to detail, dedication and hard working personality will serve his clients at Wood Gundy well.”
- Greg Mercer, CPA, CA, Partner at Nicholson & Beaumont Chartered Professional Accountants
“As a small business owner, I needed someone with an expertise in taxation to manage my assets and create a long-term financial strategy for retirement. I would highly recommend The James Financial Advisory Group for all your investment management needs.”
- Amy Parrill, President at Parrill & Co Ltd.
“My late husband and I have been clients of Wood Gundy for many years beginning with Nancy Ross until her retirement. We then transitioned to Tim Hicks which in time included Chris James as his successor. We always found them to be helpful, ready to advise and readily available to answer any questions we had. Since the death of my husband, sale of my house and move to an apartment in town I feel I am in good hands and looking forward to continuing with Chris James my Wealth Advisor at The James Financial Advisory Group.”
- Linda Grant
“My relationship with the James Financial Advisory Group developed through an over 35-year affiliation with predecessor, Tim Hicks. With Chris at the helm, Tim has assembled a superb forward-thinking team of professionals dedicated to providing best-in-class wealth management to this generation and the next.”
− David Bradley, CPA, CA, Retired Partner, Teed Saunders Doyle & Co.
