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James brings a great deal of energy and creativity to his Client Development role. He enjoys working with individuals and families, learning about their objectives, and designing solutions for optimal financial well-being. His passion for helping clients on their wealth journey fuels his motivation for continuous learning and growth. Prior to joining Focus, James held senior roles advising high-net-worth families, institutions, and not-for-profit organizations at leading wealth management and asset management firms. He graduated from McGill University with a Bachelor of Commerce degree, and is a CFA charterholder as well as a Registered Portfolio Manager (Advising Representative).