James Atherton

James Atherton is Managing Director, Private Wealth, where he provides strategic leadership to the Advisory team, supporting advisor development, enhancing the client experience, and contributing to the continued growth of the firm’s wealth management business.

With more than two decades of experience in financial services, James brings deep expertise in integrated wealth planning, estate strategies, and insurance solutions. He began his career as a Financial Advisor before specializing in insurance and estate planning with one of Canada’s leading financial services organizations. He then joined Canada’s only physician-focused wealth management firm, where he managed a team of financial advisors and led the B.C. insurance practice. James also served as Vice President of Sales at a leading Managing General Agency, supporting a network of 1,300 advisors across British Columbia and Alberta.

James holds the Certified Financial Planner (CFP®), Certified Health Insurance Specialist (CHS), and Chartered Investment Manager (CIM®) designations. He earned a Bachelor of Business Administration from Capilano University and is currently pursuing his Chartered Life Underwriter (CLU®) designation.

Outside the office, James enjoys spending time with his wife and children, staying active, and continuing to grow through leadership, fitness, and lifelong learning.