James Berry Wealth Management
Working together to help you achieve what truly matters to you
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For over 20 years, James Berry has been providing clients with wealth management solutions tailored to their needs. He assists Baby Boomers and their parents to achieve a long comfortable retirement. He works with Business Owners to help protect and preserve their wealth as well as to provide for their loved ones. James provides a long-term advisory relationship that is entirely focused on understanding your personal situation and needs.
As a client, James aims to provide you with steady consistent returns over time, while enabling the ability to generate a tax efficient income stream, allowing you to keep more of your hard earned dollars for your own personal enjoyment. He also wants to help you leave a lasting legacy for your loved ones. James’ dedication to exceptional client experiences and efficient financial strategies are the foundations of his business.
James is a Portfolio Manager and Investment Advisor in The Toronto Pinnacle Branch. James has combined his professional education with his years of experience to develop relevant and progressive investment and wealth planning strategies for clients. James provides you with a full suite of wealth management services including portfolio management, investment and wealth planning, tax and estate planning strategies .
Outside of the office, James is family and community-oriented. James is happily married with three wonderful children, Charlotte, Benny and Madelaine. James has been involved with a number of different charitable groups including the Heart and Stroke Foundation, Sick Kids, and The Movember Foundation. James also enjoys playing golf, squash, scuba diving and traveling.
James would be pleased to offer you, or your loved ones, a complimentary financial review. Please contact James to arrange a time to meet.
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Tailored Solutions
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.
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