Our Brand

Some things are inevitable. The consequences
are not.

The Counterpoint Manifesto

Numbers are power and understanding them will determine your financial future.

The Counterpoint Manifesto

You likely have problems you don’t know you have.

The Counterpoint Manifesto

Core purpose – why we exist
To protect clients and their families from the serious consequences of problems they don’t know they have.

Mission – what we do every day
We give our clients solutions that will help them now, and especially their family later.

Position – how we are different
As a former investment banker, James has experience working across all facets of a client’s needs.

  • James has been involved in multi-billion-dollar transactions in Canada, the United States and United Kingdom, Europe and South Africa. Having seen the capital markets from the inside he has a unique perspective on investing and planning for the future.