James Stuart, CFA

Investment Advisor

Jim joined the team in 2016 after 21 years at a global investment bank, working in Toronto and London, England, most recently as the COO for their Canadian securities business.

Jim's broad capital markets experience includes working both in Corporate Finance and in Equity Research, and he brings an international and analytical perspective to the service we provide our clients. Jim has the Chartered Financial Analyst designation, and is a graduate of the RichardIvey School of Business and the London Business School.