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James joined the firm’s Toronto office as an Associate in 1998. In 2001, he was made a Partner of the firm and, in 2006, moved to our Calgary office. James is a registered portfolio manager and manages portfolios and relationships for Private Wealth and Institutional clients in Canada, the U.S. and the Middle East.

Prior to joining the firm, James worked as a management consultant with NatWest Consultancy and Monitor Company in London, England and at Barclays Bank of Canada in Toronto.

James is on the Board of the Calgary Philharmonic Orchestra, the Calgary Center for the Performing Arts and the Calgary Gold Medal Plates dinner.