James is a Discretionary Portfolio Manager and Senior Wealth Advisor with 35 years of investment industry experience.
James enjoys the opportunity to help individuals and their families grow and preserve their wealth. At his current age of 68, he plans to continue enjoying work and has developed a very strong team, in place for future succession planning.
He has been happily married to his wife Verna for 39 years and they have 3 adult children. James and Verna enjoy travelling and learning other languages including French, German, and Spanish.
James plays the Bagpipes and is a volunteer Pipe Corporal with the Calgary Police Service Pipe Band. He also serves as Treasurer on the Grandview Condominium Board.