James Fahy is an Investment Advisor with a decade’s worth of experience in Private Wealth Management, helping clients of various asset levels from young professionals building their wealth to Ultra High Net Worth families with generational aspirations. His experience of working directly with clients is supported with a lifetime’s worth of shared knowledge as he is part of a multi-generational legacy of Financial Advisors. His understanding of how to work closely with individuals, families and organizations started from an early age and has been the foundation for which he has built his work ethic and expertise.

James strives to provide a one-stop, red carpet service through a values based holistic wealth management approach for high net-worth individuals, families and professionals throughout Canada. It is by asking comprehensive questions and taking the time to understand a client’s story that a tailored, long-term strategy can be developed to help reach a client’s goals. This provides peace of mind, as well as empowers clients in their decision making. James has a process that starts on day one and continues throughout the relationship, as life is always evolving and, therefore, so too does the plan.

The core of James’ investment philosophy is providing the right balance between safeguarding wealth while prudently increasing it. His discipline, expertise, and consistency, allows clients to feel comfortable through any market cycle and make their long-term goals achievable.

When not in the office, James dedicates his time to sport, either golf or hockey depending on the season, and his family, which often includes a weekly hike with his dog Bear…rain or shine.