...a few words from clients and associates of James
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Portfolio Manager, Fifty-eight years of Management experience |
Hamilton Lawyer, Fifty-three years of practice in Law
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"James is a well qualified Investment Advisor and Portfolio Manager.
He knows what he's doing." Former President and CEO of Leon Frazer & Associates Ontario's oldest Investment Counsel and Canada's second oldest Investment Counsel |
"James is honest, knowledgeable, intelligent, industrious and forthcoming."
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Non-Profit Organization, Hamilton, Ontario
"In many years dealing with James, I’ve felt that James treated me personally and our organization like a brother.
His honest insight has been very helpful to our organization and his advice has helped us greatly.
I highly recommend his services to others.”
Chairman
Grand Order of Israel
His honest insight has been very helpful to our organization and his advice has helped us greatly.
I highly recommend his services to others.”
Chairman
Grand Order of Israel
Happily Retired Clients
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"James is thoughtful, ethical, intelligent, constructive and helpful.
James has a drive to educate his clients on investing." |
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"James has always given us excellent retirement advice.
He is approachable and always on top of things." |
"Working with James for almost fifteen 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."
