James is a founding partner and Portfolio Manager at PWL Capital Inc. in Montreal with over 25 years of experience helping clients achieve their financial goals.
James and his team members provide unsurpassed service and honest, well-thought-out advice, driven by an investment philosophy that explains why he has the privilege of acting as a long-standing advisor to many of Canada’s corporate elite, private business owners and retirees.
As a client, you can expect:
- Intelligent and sophisticated analysis, with a straightforward and no-nonsense approach
- Fee-based, no-commission services, which removes the bias inherent in the industry’s transaction-based remuneration systems
- A focus on building long-term relationships with peace of mind and no surprises.
- Committed to preserving what you’ve built for your family and carefully managing future growth
Together with his Partners at PWL, he has helped to build the firm since 1996 that has Clients-Best-Interest as its core value, which was recognized in 2016 when PWL Capital became the first firm in Canada to achieve CEFEX accreditation.
James’s credentials include:
- Chartered Investment Manager (CIM)
- Registered Portfolio Manager
- Financial Planner (F.Pl.)
- Member of l’Ordre des Administrateurs Agrees (Adm. A.)
- Fellow of Canadian Securities Institute (FCSI)
James is married to Ruth Chaytor a renowned Orthopedic Surgeon Foot and Ankle Specialist. James and Ruth are proud parents of twins and enjoy spending time with them on many sporting activities and travel.