Vice-President, Client Wealth Management
As part of the Client Wealth Management team, James focuses on client relationship management, portfolio & risk management, and business development for private and institutional clients.
Prior to joining Gluskin Sheff in 2016, he was a Partner at Picton Mahoney Asset Management. He has also held various Wealth Management positions at TD Waterhouse.
DESIGNATIONS & SPECIALTIES
- Chartered Financial Analyst (CFA)
- Registered Portfolio Manager
EDUCATION & VOLUNTEERING
- Board of Directors, Kerry’s Place Autism Services
- Bachelor of Commerce (Finance), McGill University
Learn more about expanding wealth today.Get In Touch