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 and his team provide personalized private-client investment management services to families of retiring business owners, professionals and members of Canadian public traded corporations. They also provides investment management services to registered companies as well as international clients including the UK, EU, Australia, and Asia.
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"Working with James for almost twenty years, I’ve been very happy with his work.
Despite many market surprises and drawing on my portfolio regularly for income, James has managed to preserve my retirement assets."
Despite many market surprises and drawing on my portfolio regularly for income, James has managed to preserve my retirement assets."
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