Meet The Team
Investment Advisor
Investment Advisor
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 his children and supporting their teams 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 some 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.
Client Service Associate
BBA (Hons)
Additional TD Specialists
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
