James Ansley

I have been a long-time seasonal resident of Muskoka and moved to Bracebridge in 2001 to realize my dual goals of living in this beautiful community, and commencing a career as an investment advisor.  Prior to arriving here, I had extensive international experience managing food businesses in Canada, United States, France, and Germany. 

In my practice, I put the client’s interest first.  It is the key principal in deciding the appropriateness of any investment decision.  As a Certified Financial Planner (CFP) I adhere to the code of ethics established by the Financial Planning Standards Council.  This code emphasizes the advisors responsibilities for integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

I employ a 6 point approach to meeting and exceeding client expectations, including:

1. Understanding each client’s unique needs and objectives.
2. Preparing a plan that includes the selection of the right asset mix to ensure that client risk tolerances and expected rates of return are addressed.
3. Prudently structuring the investment portfolio to minimize taxation.
4. Explaining as clearly as possible the nature of each investment solution as well as the associated fees.
5. Measuring progress and performance against a standard and making changes as necessary.
6. Maintaining regular contact with the client.

I am ready to be your guide in the often confusing journey to the realization of your long-term financial goals.