James Gibson, CIM

Experience

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  UBS

  Jan 2004 - Jan 2004

  Summer Intern
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  GFI Group

  Jan 2005 - Jan 2005

  Trader - Can/US Foreign Exchange Derivatives
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  HSBC Securities

  Apr 2006 - Oct 2008

  Associate
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  Self Employed

  Jan 2009 - Jan 2012

  Proprietary Trader / Investor
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  BMO Nesbitt Burns

  Jul 2013 - Jan 2017

  Investment Advisor
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  Raymond James Ltd.

  Jan 2017 - Nov 2021

  Financial Advisor
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  Mandeville Private Client Inc.

  Nov 2021 - now

  Associate Portfolio Manager and Investment Advisor

  James has over 18 years of experience in the financial world, beginning his career trading foreign exchange derivatives in New York City. James transitioned from Wall St. to Toronto in 2006 to shift his focus to working with individuals and their families, as well as corporations and charitable organizations. He is also licensed to advise residents of the United States, US corporations, and Canadian clients with US retirement accounts. James joined Mandeville in 2021 after having held positions with some of the largest and most well respected global financial institutions.Each client presents unique circumstances that lay the foundation for implementing a customized investment strategy. Ongoing monitoring of client portfolios, as well as continuous communication are key aspects of the service he provides. His business is built on the foundation of caring and trust, resulting in long term inter-generational relationships. The value that his commitment provides is reflected in the solutions that are tailored to each family member through all stages of their lives. Show less