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James is aWealth Advisor | Client Relationship Manager in the firm’s Vancouver office. Driven by a passion for delivering world-class service, James strives to provide the best experience for his clients.
James joined Nicola Wealth in 2016 as a portfolio administrator before transitioning to the wealth planning associate team in 2018, then moving to the wealth advisory team in 2022. Prior to joining Nicola Wealth, James worked for a large private pension trustee as a client portfolio executive and a member of the business development team.
James graduated from the University of Limerick, Ireland, where he obtained his Law degree. As part of his studies, he also minored in Accounting & Finance. He holds his Chartered Investment Manager (CIM) designation and Life License Qualification Program (LLQP) certification, he is currently working towards his Certified Financial Planning (CFP) designation.
In his free time, James enjoys travelling and trying the local cuisine as a self-proclaimed foodie. He is also the co-chair of the firm’s annual Movember campaign.
Anywhere with a view of the ocean.
Favourite music genre?
18 and steady
Favourite Sport to play?
Rugby or Hurling (Irish sport, kind of like Lacrosse)