James is an experienced asset allocator who for over 25 years has devised some of the most innovative and sophisticated asset allocation policies for institutions, high net worth clients, and large wrap programs in Canada. James obtained his education from McMaster University where he earned a Bachelor of Science in Mathematics and also completed his MBA in Finance. After graduation, James returned to McMaster where he served as a Sessional Lecturer for undergraduate students for a number of years. James is a member of the Toronto CFA Society and holds the CFA designation.

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  Chief Investment Officer in Justwealth

  Investing the way it should be. Just for you.