As a member of the IG Private Wealth Management division, James specializes in providing advice to retirees, business owners and high-net-worth individuals and families. James draws on his experience in portfolio management, tax planning & estate planning to guide them in the right direction. He is an advocate for achieving financial freedom and works with clients to design comprehensive, strategic investment strategies that meet their short- and long-term goals.

Coming from an accounting background, James is a keen investor with a knack for explaining complicated financial concepts in a simplified manner, furthering his commitment to building strong relationships with clients. Having previously worked as a financial services manager at one of Canada's largest banks, James acquired significant knowledge of the industry, including mortgage planning, investment and lending practices.

Recognized as a CERTIFIED FINANCIAL PLANNER^® professional by FP Canada, James also possesses a Diploma of Technology in Financial Management from the British Columbia Institute of Technology. He is married with two children and is an avid sports fan through and through. In his spare time he can be found on the golf course, tennis court or exploring the world.