After a long career in Capital Markets at two of Canada's most prominent investment banks, James made the decision to shift gears and pursue a new career in Wealth Management.

James spent the majority of his career covering some of the largest Asset Managers, Central Banks, Pension Funds and Hedge Funds. In the last two years of his Capital Markets career he was asked to lead the Family Office Solutions sales team. The focus of this team was to deliver the full suite of Capital Markets solutions to the Ultra High Net Worth and Family Office channel. It was over these two years that an opportunity was identified to share his institutional knowledge with the wealth channel.

James is skilled in financial modeling, multi asset trading, hedging strategy and portfolio construction. His breadth of market knowledge resulted in him representing his previous employer on the annual Emerging Markets investor trip on numerous occasions. 

James is active in the community. He has sat on the board for Giant Steps School (autism school), was a team leader for the Childrens Charity Auction, led the Ronald MacDonald House dinner drive and has worked in homeless shelters and on homeless food drives.

James believes success is the result of hard work, preparation and continuous learning.