James joined the team at Raymond James Ltd. in 2003 and is a partner and Portfolio Manager within the Schikkerling Wealth Management Group.
James works closely with Canadian clients, blending investment management with big picture financial planning. He is focused on guiding clients through the ever-changing and often tumultuous financial markets through a prudent and patient investment discipline.
James runs the cross-border practice within the Schikkerling Wealth Management Group. Here, we are uniquely positioned to help manage US retirement accounts for Canadian residents and conversely Canadian retirement accounts for US residents. James is registered as a discretionary Portfolio Manager in both Canada and the US.
James’ approach to investing is built on a solid foundation of education. He holds a degree in Economics from UBC, the designation of Canadian Investment Manager (CIM) and also the Chartered Financial Analyst (CFA) designation – a qualification recognized globally as the gold standard in financial analysis, investment management and ethical practice. Observing a growing need to help cross border clients, James completed the Series 7 and Series 66 in 2012, enabling the team to work with US clients, including Canadians with IRAs.
James is a current member of the Raymond James Canada Foundation Advisory Committee. This committee is comprised of officers, employees and agents of Raymond James Ltd. who meet regularly for the purposes of making recommendations on Foundation grants and fund-raising initiatives. Imagine Canada has recognized Raymond James Ltd. for our leadership and excellence in community investment since 2014. We are proud of our Caring Company status.
James is personally involved in supporting a number of charity organizations, most notably the BC Cancer Foundation. He has been instrumental in leading and growing the Raymond James Ride to Conquer Cancer team since 2011.
James and his wife, Riley, are devoted to adventure and the outdoors. Snowboarding, mountain biking, cycling, camping and hiking are prominent activities and hobbies.
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst® designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
Raymond James is not affiliated with the above organizations and/or charitable causes.
