Advice Beyond Investing
Comprehensive Retirement Strategies | Transparent Fees | Accessibility
Fiduciary Responsibility | Unparalleled Client Resources | Trust
Comprehensive Retirement Strategies | Transparent Fees | Accessibility
Fiduciary Responsibility | Unparalleled Client Resources | Trust
James provides personalized private-client investment management services to families of retiring business owners, professionals and members of Canadian public traded corporations. His team also provides investment management services to registered companies of several Provinces across Canada as well as international clients including the UK, EU, Australia, and Asia.
Your Partner
|
What We Do
|