James is an Investment Advisor at TD Wealth Private Investment Advice. He and his team have been providing comprehensive wealth management advice to a select group of affluent families, business owners and corporations since 2004. James has been dedicated to providing a disciplined approach to portfolio management for over 15 years, and in collaboration with TD specialists, helps his clients with their tax, estate and succession planning needs. James is a strong advocate of providing clients with innovative and customized solutions; committed to preparing them for any financial milestones they may face in the future.
Previous to James's career in Wealth management, he ran a highly successful company of just under 100 employees in the building products industry. Having a clear vision and mission for his business set James on the right path and allowed him to work hard towards the goals he set for his business. James takes this same approach when working with his clients and their professionals.
James lives in Etobicoke with his wife and two daughters. James is involved in many community organizations, currently serving as an advisory board member for The Lakeshorts short film festival and enjoys playing hockey, golf, cycling and skiing.
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.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.