James has 20 years of experience in the wealth management industry, the majority of which were spent as a Senior Investment Advisor. During his career he has helped individuals and families achieve financial and investment goals through detailed risk analysis while creating suitable investment portfolios for them. His career has seen him work as a Cross-Border Financial Advisor, Portfolio Manager and Assistant Branch Manager for firms such as Morgan Stanley and BMO Nesbitt Burns.
He holds a Bachelor of Science in Applied Mathematics and the Chartered Investment Manager designation, and has been a Calgary, Alberta resident for over 40 years. Outside of the office he spends time with his wife Tammi and three sons aged 15-21. They visit family in California as often as they can and, when it is time to escape the city, they head to Radium Hot Springs, BC.
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