Our Leadership

Bryan takes a personalized approach to wealth management. He has always believed that building long-term relationships with clients is the best way to help individuals and their families explore their financial planning options. Bryan’s main goal with any client is to develop a customized plan and set of solutions focused on asset preservation, and estate planning in order to protect the wishes and interests of the family. He and his team are dedicated to helping clients reach their financial goals.

Married with three children, Bryan understands the importance of solid family financial planning. He is a keen golfer and world traveler, and loves outdoor life in BC.

As a member of the IG Private Wealth Management division, James specializes in providing advice to retirees, business owners and high-net-worth individuals and families. James draws on his experience in portfolio management, tax planning & estate planning to guide them in the right direction. He is an advocate for achieving financial freedom and works with clients to design comprehensive, strategic investment strategies that meet their short- and long-term goals.

Coming from an accounting background, James is a keen investor with a knack for explaining complicated financial concepts in a simplified manner, furthering his commitment to building strong relationships with clients. Having previously worked as a financial services manager at one of Canada's largest banks, James acquired significant knowledge of the industry, including mortgage planning, investment and lending practices.

Recognized as a CERTIFIED FINANCIAL PLANNER^® professional by FP Canada, James also possesses a Diploma of Technology in Financial Management from the British Columbia Institute of Technology. He is married with two children and is an avid sports fan through and through. In his spare time he can be found on the golf course, tennis court or exploring the world.