Skip Navigation

James Goldberg, CFA

James Goldberg, CFA
Brett Burke, CFP®, CIM, LLQP
Rhonda Blanch, B.A., CFP
Denes Wurdits

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
Map

Contact Me

Our Approach

Our approach is different. Because our clients are different.

 
What is most important to you? James will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. He applies disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
James and his specialized team of experts are here to understand your life priorities and deliver on our commitment to:
 
  • Assess your financial goals and level of risk tolerance
  • Develop a strategic and effective in-depth plan based on your current financial picture
  • Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
  • Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance