James holds two Bachelor degrees from Concordia University, with a major in Economics and a major in Accounting from the John Molson School of Business.
Subsequent to completing his studies in Economics, James moved to Toronto and joined Canada’s only consulting and outsourcing company that takes an integrative approach to health, benefits, retirement, and employee assistance needs.
During his time there, he gained experience as an analyst in both the defined benefit and defined contribution pension administration practices.
Spending several years in Toronto, James decided to return to Montreal and after completing his Bachelor of Commerce, major in Accounting, he was hired by one of the Big 4 accounting firms in Montreal, where he worked for more than 5 years in both the assurance and consulting practices.
After spending nearly 10 years in the accounting industry, James decided that it was time for a change and after the birth of his third child, he was ready for a move. Joining the Rosen Group in 2015, James brings with him a wealth of knowledge and contacts in Montreal and Toronto. As a team member of the Rosen Group, James is fully licensed as an Investment Advisor and is a key member involved in the development and attraction of new business.
He has a unique knowledge of the investment industry and has developed an extensive relationship with all of our clients. When he’s not in the office, he spends time with his lovely wife and 3 beautiful children.