- Senior Investment Advisor and Director, Private Client Group at HollisWealth, Industrial Alliance Securities Inc.
- Family Enterprise Advisor
- Insurance Advisor, HollisWealth Insurance Agency Ltd., Industrial Alliance Securities Inc.
- Managing Partner, Clearplan Private Wealth Counsel
- Partner at Clearplan Insurance Advisors Inc.
James began his investment career in 1988, on the heels of the Black Monday 1987 stock market crash. He has been with the same firm through four mergers and acquisitions, now HollisWealth, a division of Industrial Alliance Securities Inc. His investment management practice became a partnership in 1994 and in 2009 he co-founded Clearplan with business partner, Leanne Brothers.
James lives in Vancouver with his partner Cathy, their daughter and son. He lives a balanced lifestyle with emphasis on time with his family. Away from business, James and his family spend time at Sakinaw Lake, Whistler, Kelowna, Nelson and the west coast of Vancouver Island. In 2014 James chose to use the bike lanes and began cycling to the office, to maintain fitness, improve health and as he discovered, developed a mental preparation for the business day, then reflection on the trip home. “We feel fortunate to live in Vancouver, raising a family with an active lifestyle. My business is my passion. I deal with the complexity of people’s lives and their businesses, where they intersect and across generations. The rewards are varied, the challenges surmountable and the relationships, well they are very personal. I’m never bored.”
In 2005, James’ friend and associate, Jack Buckingham, had an idea and founded the HollisWealth Client Charity Golf Event, which they host at Marine Drive Golf Club. Over the past twenty years this became the single largest fundraiser for Make-A-Wish Foundation in BC. The event morphed into a Charity Pro-Am Golf Tournament in 2015, by adding a tour stop to the Vancouver Golf Tour. This partnership with the Vancouver Golf Tour provides an opportunity for young professional golfers to play for a cash purse, in addition to raising money for Make-A-Wish.
Senior Investment Advisor and Director, Private Client Group, HollisWealth, a division of Industrial Alliance Securities Inc.
Co-founder and Managing Partner, Clearplan Wealth Management (Clearplan)
Co-founder and Partner, Clearplan Insurance Advisors Inc.
Co-founder and Partner, Clearfund Inc.
Family Enterprise Advisor, Institute of Family Enterprise Advisors (IFEA)
Member, Canadian Association of Life Underwriters (CALU)