Derek R. James - CIBC Private Wealth

Derek James, CFA

Senior Wealth Advisor, Portfolio Manager

(604) 661-2308

(780) 424-1512

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derek.james@cibc.ca

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DEREK JAMES, CFA - PORTFOLIO MANAGER & SENIOR WEALTH ADVISOR

Derek received a B.Comm. (Finance) from the University of British Columbia in 2002 and proceeded to work for one of Canada's premier hedge fund companies in Toronto. He moved back to Vancouver in 2005 and a year later formed the James Financial Group at CIBC Wood Gundy with his father Rob James (retired 2012). Derek is a CFA® Charterholder since 2007, a Portfolio Manager, and is insurance licensed.

Derek lives in North Vancouver with his wife and 2 sons where they enjoy skiing, biking, playing soccer and watching movies together.

Adam Panjwani

Client Associate

(604) 925-5566

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Adam.Panjwani@cibc.com

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Every element is designed to support your goals

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

Investment management
Private banking
Wealth planning
Estate and trust

Address

Derek James Address

235 17th Street

West Vancouver, BC V7V 4T1

Telephone number: (604) 661-2308

Toll-free: 1 (877) 331-5122

Fax: (604) 661-7700

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Derek James, CFA

Adam Panjwani

Every element is designed to support your goals

Every element is designed to support your goals

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