James is a Private Client Adviser serving the Calgary, Eastern BC and Okanagan areas for Fisher Investments. After starting his professional career as a geophysicist, he made the move to the investment industry in 2000. During his 20+-year career, he has worked both in Canada and in the USA, for companies that include Merrill Lynch, Morgan Stanley, CIBC Wood Gundy and BMO Nesbitt Burns. His titles have included Senior Investment Advisor, Portfolio Manager, Compliance Office and Assistant Branch Manager.
He holds a Bachelor of Science in Applied Mathematics along with the Chartered Investment Manager (CIM) designation, and currently lives in Calgary with his wife of 20+ years and their three sons.Learn More Close
A timely research report from the Investment Policy Committee with current views on where the stock market is headed.
Running out of money in retirement is one the biggest fears for many investors. This guide addresses some key questions many face when planning for retirement.