James brings a diverse and practical background to his role as Executive Financial Consultant at Moore Whelan Private Wealth. He began his career as an electrical engineer before moving into management consulting within financial services at a Big Six accounting firm. His work later expanded into financial technology and financial literacy, ultimately leading him to IG Wealth Management—where he has spent the past 10 years helping clients build dynamic, integrated financial plans.

James’s personal experiences—including raising a family, navigating major life transitions, managing real estate, serving as power of attorney and executor, and extensive international travel—give him a grounded understanding of the financial decisions families face. His practice focuses on holistic planning that evolves with clients’ goals, businesses, and life stages. He collaborates closely with clients and their professional advisors to align tax planning, retirement strategies, corporate structuring, and intergenerational wealth transfer into a long-term roadmap.

James is licensed in Ontario, British Columbia, Alberta, and Nova Scotia, and holds both the CFP® and RRC® designations.

Dream Large, Plan Well, Live Life.

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