BMO Nesbitt Burns
525 8th Avenue SW
Tel: (403) 261-9539
|James joined the McCreath Group in 2009 where he helps clients reach their financial, budgetary, and retirement needs. He is a Chartered Investment Manager (CIM®), allowing him to manage discretionary client portfolios. James is also a Certified International Wealth Manager (CIWM), the global standard for strategic wealth management. James has earned the highest level of certification granted by the Canadian Securities Institute, the prestigious Fellow of CSI (FCSI®).
James was class president of the 2009-2010 BMO Nesbitt Burns training class, an honour bestowed by his peers across Canada. Prior to joining BMO Nesbitt Burns, James worked at a publicly-traded company as the Manager of Corporate Communications and he previously owned Byson Communications, a company specializing in investor relations for TSX-listed companies.
James has a Bachelor of Journalism degree from Thompson Rivers University (TRU) in Kamloops, BC and a Master of Business Administration (MBA) degree from Royal Roads University in Victoria, BC.
James has volunteered for a number of charities including the YMCA of Calgary, Volunteer Calgary, KidSport Calgary and EducationMatters. In 2012, TRU awarded James the Distinguished Alumni Award for Community Service. He has coached soccer from community to collegiate levels and he remains active in a number of sports activities. James was the co-creator and executive publisher of the Calgary Chamber book “Dear Calgary: Advice to the city’s next generation of leaders.” James was the co-chair of Calgary’s 2018 Terry Run.
In 2020, James helped Terry Fox’s family publish “Forever Terry: A Legacy in Letters.” The book featured 40 letters from Canadians who recount the inspiration Terry has provided their lives. Contributors include Wayne Gretzky, Margaret Atwood, Jann Arden and Michael Buble. The book was a No. 1 national bestseller in Canada.
James and his wife Amber have two boys. Their family enjoys travelling, outdoor activities, and spending time in Amber’s home state of Minnesota.