Cut out the noise.
Hear what matters.
Watch our top story now
James has been a member of the Canadian Institute of Financial Planners for over a decade and is a member of the Financial Planning Standards Council. To stay current with the ever changing and often complex investment environment James is continuing his education in a graduate level curriculum that covers real-world investment analysis, portfolio management skills, and the practical knowledge needed in today's investment industry. It also emphasizes the highest ethical and professional standards.
James, his wife Nancy and four children call Niagara Falls, Ontario home. Outside of work as a former junior hockey player James can be found at the local hockey arenas coaching in the winter months and cheering his children on the soccer fields in the summer months. As an avid boater and formerly nationally competitive water skier summer also includes time in the 1,000 islands region where he was born and raised.
As an auto enthusiast he is also involved with local cruise nights, car shows, travelling to the Barrett-Jackson car auction with his wife and also looks forward to cars n' coffee monthly. Currently he has undertaken restoring classic cars with his two eldest sons in preparation for them to each drive when they get their drivers licenses.
Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601
Brock University, Algonquin College of Applied Arts and Technology, Canadian Institute of Financial Planning, and the Canadian Securities Institute
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.