James L. Dere
- Investment Associate
James joined our team in March 2017. He is responsible for securities analysis, portfolio allocation and all of our clients’ stock transactions. James completed his Bachelor’s degree in Finance from Concordia University (John-Molson School of Business).
Prior to joining our team, James worked as an analyst at a fintech company and as a representative in a major mutual fund company.
In his free time, you can find James at a music concert or playing various team sports. Otherwise, try a park in Ville-Marie, where you will find him engrossed in a book!
Speak with one of our wealth management experts