James is a Discretionary Portfolio Manager and Vice President with 34 years of investment industry experience. He has worked at National Bank Financial for the past 18 years and was with another major Canadian investment firm for 16 years.
James enjoys the opportunity to help individuals and their families grow and preserve their wealth. At his current age of 67, 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 38 years. They have 3 adult children: one living and working in Calgary, and 2 living and working in Vancouver.
James and Verna enjoy travelling and learning other languages including French, German and Spanish.
He is a volunteer teacher with Junior Achievement, teaching grade 7, 8 and 9 investment classes several times a year. James also plays the Bagpipes and is a volunteer piper with the Calgary Police Service Pipe Band. He serves as Treasurer on the Grandview Condominium Board and the Shaganappi Men’s Golf League. He is an avid tennis player and enjoys playing golf.