As a Senior Financial Consultant with Senecal Lyons & Associates, James focuses his efforts on working with our clients to develop and implement tailored financial plans. James specializes in creating customized retirement paycheques which harmonize all sources of income to minimize income taxes and maximize what ends up in your pocket.
James believes in providing an array of services depending on the needs of each client. He provides advice in the areas of cash management, retirement planning, tax minimization, investment strategy and management, estate planning, corporate structures, business succession planning and philanthropy.
James has earned a reputation as a keen listener with the ability to understand the unique situations of people from all walks of life. Taking the time to understand the personal and financial circumstances of each person, family and business is a cornerstone of James’ philosophy of financial planning. No two situations are identical and understanding the nuances of each client enables James to provide high quality customized advice.
James began his career in financial services with IG Private Wealth Management in 2015 after completing his undergraduate studies at the University of Ottawa. A lifelong resident of Aurora, James returned to his hometown to build his business and serve the community he grew up in. James has continued advancing his education throughout his career and has obtained the prestigious professional designations of CERTIFIED FINANCIAL PLANNER and Chartered Investment Manager.
Outside of the office you will find James spending time with his growing family. He and his wife Jackie are proud parents to Annie and James. In his spare time James loves to play hockey, golf and travel.
