604-643-2016
jamesgalvin@cclgroup.com
James has more than 15 years of experience in the financial services industry across Canada and the United Kingdom. Most recently, he served as a Portfolio Manager at MD Financial Management, where he specialized in developing holistic, customized wealth solutions for physicians, business owners, and their family members. He takes a thoughtful and disciplined approach to wealth management, combining technical expertise with a deep understanding of each client's circumstances.
James holds a degree in Accounting and Finance from the University of Plymouth, the Chartered Investment Manager (CIM®) designation, and a Certificate in Sustainable Investing from the CFA Institute. Outside the office, he enjoys travelling with his family and is always looking for opportunities to bring his golf clubs or snowboard along for the adventure. James is also passionate about giving back to the community and has supported several charitable organizations over the years, including serving as a volunteer member of the Executive Leadership Committee for the Leukemia & Lymphoma Society of Canada.