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James Financial Group

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EDUCATION - TRANSPARENCY - TRUST

Your aspirations are unique. At James Financial Group, we take the time to understand what drives you. Then we customize wealth strategies, investment advice and tax-planning solutions to help you reach your financial goals and preserve your legacy. 
With a collaborative and disciplined approach, we partner with individuals, families, professionals, executives, business owners and charitable foundations in the community. Ask us how we can help set your ambitions in motion.

Every element is designed to support your goals

An Integrated Approach for your wealth

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

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).  In 2007 Derek was awarded the CFA charter and was licensed as a discretionary Portfolio Manager.  Derek is now licensed in BC, Alberta, and Ontario for insurance and all types of investments.

 

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

 

 

 

BETH WATT, FCSI - FINANCIAL ASSOCIATE

 

Beth began her career in the financial services industry in 1987 and joined CIBC Wood Gundy in 1995. Her extensive knowledge, administrative expertise and ongoing commitment to a high level of service have proven to be an invaluable asset to the continuous success and longevity of the Group's business. Over the years Beth has held multiple designations including Fellow of the Canadian Securities Institute (FCSI).

 

Photo of Derek R. James, CFA

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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Adam Panjwani

Administrative Assistant
(604) 925-5566
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adam.panjwani@cibc.com
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Address

James Financial Group 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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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.