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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.
Toll Free: (888) 303-8777
Fax: (416) 239-3205
Branch Office: (416) 239-3363
Branch Fax: (416) 239-3205
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.