My Work Ethic
James takes pride in providing his clients with the highest calibre of investment management advice and a commitment to service. In an ever-changing investment climate, he firmly believes in practicing a disciplined, consistent, and well-diversified investment strategy. As a client, you will not only have access to an unparalleled level of investment management, but also a dedicated financial partner that you can understand.
Starting his career in the venture capital industry, James has genuine ‘hands on’ experience in the development of conceptual investment ideas, starting out only on paper in a boardroom, and how they materialize into profitable valued added businesses, with valuations in the $100 of millions. His career has given him the opportunity to work in several major cities including Toronto, Montreal, and Miami, Florida. On his return to Canada, James started his career on Bay Street as an Investment Advisor with a major non-bank owned brokerage firm.
Families of retiring business owners, professionals and the members of Canadian publicly traded corporations. James also provides investment services to registered Ontario companies, as well as International clients (Europe, Australia, Asia).
Fellow of the Canadian Securities Institute
The FCSI® designation is one of the investment industry’s most prestigious professional distinctions. It is reserved solely for a group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
If you would like to meet with James, please contact his Licensed Assistant Esther Smith to book a meeting at 866-336-1364 or by email: firstname.lastname@example.org