James has over 20 years experience in the financial services industry. Starting in banking, James gained valuable experience in personal lending, and financial planning. As an Investment Advisor, James has been providing comprehensive wealth management advice and investment solutions to individuals, business owners and their families for over 12 years. James is focused on delivering exceptional advice and service to his clients. He also works in collaboration with a team of professionals within TD Bank Group who specialize in wealth protection and insurance solutions, estate planning and trust services, and charitable giving strategies. James holds the Personal Financial Planner designation (PFP) and is a Certified Retirement Specialist. He has been active in the community, serving as a board member and president for the Owen Sound Rotary Club as well as serving as the treasurer for Arran Elderslie Minor Hockey. Please contact James to see how you and your family can benefit from his experience in wealth management.
The Discovery Process
James will take you through a process that uncovers the values behind your personal vision of success and help determine what truly matters to you. Through this discovery process he'll gain an in-depth understanding of your unique needs and, with a team of specialists, build a wealth plan to help you achieve your vision of success.
To learn more about how behaviours can impact your decision making, click on the articles below: Discover Your Investing Blind Spots.pdfBe on Your Best Financial Behaviour.pdf A Winning Personality4 Pillars.pdf