For 30 years, James has been a wealth manager helping individuals and families achieve their financial goals. Working with a network of highly skilled professionals in Vancouver, he is dedicated to providing high-quality advice and integrated wealth management solutions that improve the quality of his clients’ lives.
James became a licensed financial advisor in 1988 with Great Pacific Management (now HollisWealth). As his practice grew, he brought in partners and expanded the products and services available to clients. In 2011, he integrated a well known and respected life insurance consultancy with their wealth management practice. By 2016 James and his partners earned the Family Enterprise Advisor designation through the Institute of Family Enterprise Advisors at UBC’s Sauder School of Business. Recognizing the demand for a wealth management platform to support Business Families, James joined Foundation Wealth Partners as the initial wealth management partner.
Residing in Vancouver since 1984, James, his spouse Cathy, daughter and son enjoy many interests in an active lifestyle enjoying what Vancouver and British Columbia have to offer and travelling to discover more in other places. James is a supporter of Make A Wish Foundation, co-hosting an annual charity golf day for 20+ years and Save Your Skin Foundation through personal donations.
James is a member in good standing with the following organizations:
- Canadian Securities Institute (CSI)
- Family Enterprise Advisor, Institute of Family Enterprise Advisors (IFEA)
- The Family Enterprise Xchange (FEX)
- Conference for Advanced Life Underwriters (CALU)
- The Financial Advisors Association of Canada (ADVOCIS)