James Craig LL.B, CFP, F.PI., CLU, TEP

James has developed a comprehensive understanding of advanced financial planning and tax efficiency over the course of more than two decades in this area.

Having worked for several of Canada's largest financial institutions, James has helped numerous high-net-worth families in family office settings. He's worked for a national accounting firm, a law firm, and even the Canadian Revenue Agency.

His experience nearly covers the full spectrum of the financial services industry. James uses his breadth and depth of knowledge to provide advisors and their clients with the tools they need for their unique circumstances, with the goal of identifying and implementing practical solutions to complex situations. 

James is in good standing with the Ontario bar and holds the Certified Financial Planning (CFP), Chartered Life Underwriter (CLU), and Trust and Estate Practitioners (TEP) designations, as well as the financial planning designation for the province of Quebec (F.PI.). James has also completed the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax course (Levels I & II).

When not in the office, James enjoys reading and tennis, but his true enjoyment is watching his two boys play tennis and basketball.