James' primary goal is to understand each clients unique objectives and constrains so a prudent path to success can be charted. To know each client intimately, strict limits are set on the number of clients I service. 

Money management is a model driven using top-down macro-economic data. This ensures a consistent approach and removes emotions from investment decisions. Model sophistication reduces risk, maximizes returns and eliminates the need for high-cost externally managed products which result in fees being paid twice.

A holistic approach to wealth management is taken. Money management is just one part of the broader need. To ensure each client receives the best of the Wood Gundy wealth offering, the team has hand selected partners including prominent Financial Planners, Tax Experts and Estate planners.