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 TD specialists, build a wealth plan to help you achieve your vision of success.
James has been in the financial service industry for over 20 years. Starting in banking, James gained valuable experience in personal lending and wealth 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 20 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, trust services, and charitable giving strategies. James holds the Personal Financial Planner designation (PFP®). Please contact James to see how you and your family can benefit from his experience in wealth management.
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Read more here.
Many investors let their emotions guide their investment decisions, which may lead them to buy or sell at inopportune times. Emotionally-driven decisions can have a significant impact on your portfolio. Read more here.
Geopolitical conflict, rising interest rates and record inflation heightened recessionary risks for many economies as financial conditions became increasingly constrained. Read the year in review.