James has nearly a decade of experience in the financial industry. His deep understanding of how to help individuals, families and foundations achieve their long-term financial goals was developed in roles that emphasized client service with CC&L Private Capital. Prior to moving to Canada, James worked in the United Kingdom at Westminster Wealth Management, IBM and Barclays PLC.
A graduate of the University of Plymouth, UK with a BA Hons. in Accounting and Finance, James has also been awarded the Chartered Investment Management (CIM) designation.
James knows the importance of giving back to his community. He sits on the Executive Leadership Committee raising funds for the Leukemia & Lymphoma Society of Canada in addition to supporting the Chrislie Scholarship Fund in the Philippines. James is an avid traveller and given the chance will take his golf clubs or snowboard along for the ride.