Certified Financial Planner®
James grew up in Lethbridge and first joined the practice in 2014. He is a Certified Financial Planner®/CFP® professional. He specializes in serving clients approaching retirement and helping them transition into retirement while living life to their fullest. He takes an evidence-based approach to investing and financial planning rather than a commission-based approach. He has been recognized as one of the ‘Top 40 Under Forty’ by the Lethbridge Chamber of Commerce.
He has a passion for people and approaches life with a positive outlook. With an intrinsic belief that financial peace should be at the forefront of every client’s outlook, he approaches clients with integrity, respect, trust, and objectivity.
James is serving his second term on the Senate of the University of Lethbridge. In his spare time, James enjoys being active whether through golf, volleyball, and spending time outdoors. He enjoys camping and, most importantly, spending time with his wonderful wife and their two children.
