As part of the IG Private Wealth Management division, James has built a successful practice by concentrating on providing superior advice to Professionals, Business Owners, Retirees and High Net Worth individuals and their families.  

Specialization in the High Net Worth field gives James and his team the extensive knowledge and understanding that is required to provide prudent investment and risk management advice as well as unique tax and estate planning strategies. James and his team pride themselves on establishing successful long term relationships with clients and providing exceptional service.  Each and every client is provided with a unique and personalized financial plan that is tailored to their individual goals and objectives.  

James has been the keynote speaker at over 100 client seminars where he presents his unique tax planning and wealth creation strategies.  James is frequently asked to speak to Regions and at National Business Conferences to share his knowledge and experience with Financial Advisors across the country.

James is a CERTIFIED FINANCIAL PLANNER (CFP) professional, the internationally-recognized professional standard of competence, ethics and practice as set forth by the Financial Planning Standards Council.  In addition, he has also attained his Chartered Life Underwriter (CLU) designation, recognized as Canada’s premier wealth transfer and estate planning designation as well as his Registered Retirement Consultant (RRC) designation. 

The same passion and enthusiasm that James exudes in his business is carried over to his family life and community.