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 in Corporate Finance, Equity Research and Electronic Trading. His heritage on the institutional side of the industry brings a valuable perspective to the service we provide our clients. Jim has the Chartered Financial Analyst designation, and is a graduate of both the Richard Ivey School of Business and the London Business School.