Works with private clients to achieve their personal financial goals
Focus: Global Equities
James joined Matco in 2022 as an Associate Portfolio Manager. He began his career in 2013 with ATB Financial where he progressed through roles within their business banking and wealth management teams. There he developed his client service and portfolio management skills. He most recently spent four years working as an Oil Broker helping his institutional clients navigate North American oil markets. He graduated from The University of Calgary with a Bachelor of Commerce degree, majoring in finance, and has earned the Chartered Financial Analyst designation.
In his free time, James enjoys cycling, golfing, and travelling. He has also volunteered within the community and most recently served as Treasurer for a local non-profit for 5 years.