With over two decades of experience, James possesses an expert-level understanding of advanced financial planning and tax efficiency. Throughout his career, he has worked with several of Canada’s largest financial institutions, advising numerous high-net-worth families within family office environments. His professional background also includes roles at a national accounting firm, a law firm, and the Canada Revenue Agency, giving him a nearly comprehensive perspective on the financial services industry.
James leverages this extensive experience to equip advisors and their clients with tailored strategies, focusing on practical solutions for complex financial situations. His credentials include being in good standing with the Law Society of Ontario, holding the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Investment Manager (CIM) designations as well as the Financial Planner (F.PI.) designation for Quebec. Additionally, he has completed Levels I and II of the CPA Canada In-Depth Tax Course and CPA Canada: Advanced Tax issues for the Owner Managed Business.
Outside the office, James enjoys reading and playing tennis. His greatest joy, however, comes from watching his sons play tennis and basketball.
