James has been in the financial services industry since 2012 and joined TD Wealth in 2014 where he has found his current success as an Investment Advisor.  Working together within the Schacter Palazzi Wealth Management team, and engaging TD Specialists where needed, James sits down with clients to listen and understand their current financial situation, and crafts an investment plan, retirement plan, and other financial solutions that create a total wealth plan for clients to help them meet their financial goals.

James is a CFA charterholder, and holds a degree from the University of Guelph.  He is an avid golfer, and lives in Caledon with his family.