Some things are inevitable. The consequences
are not.
Numbers are power and understanding them will determine your financial future.
You likely have problems you don’t know you have.
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.